# Clarity Funds Scheme

> FMA-registered Managed Investment Scheme containing 10 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH10600
- **Brand managers (2 co-tenant brands):** Clarity (Clarity Capital Group Limited); TAHITO
- **Legal issuer:** Clarity Funds Management Limited
- **Funds in our coverage:** 10
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, International FI, Cash)
- **Offer document(s):** OFR10601 (Clarity Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Clarity Funds Scheme is an MIS registered with the FMA as SCH10600. Clarity is the brand manager whose funds sit within the scheme. The scheme is issued by Clarity Funds Management Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (10)

### Diversified Funds (2)

- [Clarity Diversified Growth Fund](https://managedfunds.nz/funds/clarity/diversified-growth/) — growth, PIE
- [Clarity Diversified Income Fund](https://managedfunds.nz/funds/clarity/diversified-income/) — income, PIE

### Australasian Equities (3)

- [Clarity New Zealand Equity Fund](https://managedfunds.nz/funds/clarity/new-zealand-equity/) — growth, PIE
- [Clarity Trans-Tasman Value Fund](https://managedfunds.nz/funds/clarity/trans-tasman-value/) — growth, PIE
- [TAHITO Te Tai o Rehua Fund](https://managedfunds.nz/funds/tahito/te-tai-o-rehua/) — PIE, responsible investment

### International Equities (3)

- [Clarity - Capital Group New Perspective Fund](https://managedfunds.nz/funds/clarity/capital-group-new-perspective/) — growth, PIE
- [Clarity Dividend Yield Fund](https://managedfunds.nz/funds/clarity/dividend-yield/) — growth, PIE
- [Clarity Global Shares Fund](https://managedfunds.nz/funds/clarity/global-shares/) — growth, PIE

### International Fixed Interest (1)

- [Clarity Fixed Income Fund](https://managedfunds.nz/funds/clarity/fixed-income/) — conservative, PIE

### Cash and Cash Equivalents (1)

- [Clarity Enhanced Cash PIE](https://managedfunds.nz/funds/clarity/enhanced-cash/) — conservative, PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/clarity/capital-group-new-perspective/
- Markdown: https://managedfunds.nz/funds/clarity/capital-group-new-perspective/markdown.md
- JSON: https://managedfunds.nz/funds/clarity/capital-group-new-perspective/data.json

## Sources

- **FMA Disclose register** (search for SCH10600): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH10600
- **Brand manager website:** https://www.clarity.co.nz
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch10600/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch10600/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch10600/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.