Clarity Funds Management

Overview

Clarity Funds Management is an investment management company based in Takapuna, Auckland, New Zealand. Founded in 2007, the company offers a range of funds to New Zealand investors, aiming to provide high-quality, straightforward, and flexible investment options. Their funds are actively managed by experienced portfolio managers, with in-house investment teams directly managing investments in New Zealand and Australia. For international shares, they have partnered with top-tier global fund managers such as MFS Investment Management and Capital Group. The company's investment principles include taking a long-term view, actively seeking quality investments where the underlying value meets or exceeds the current price, and maintaining a conservative approach to investing. They emphasize disciplined risk management and the importance of diversification. Additionally, Clarity Funds Management is committed to responsible investing, considering environmental, social, and governance issues in the companies they invest in. Clarity Funds Management is regulated by the Financial Markets Authority and holds a Managed Investment Scheme license. Their operations are supported by industry-leading fund administration, custodial, and supervisory service providers. The company is part of the Investment Services Group, which is owned by its directors and staff, and is a sister company to Shaw and Partners, Select Wealth Management, Devon Funds, and TAHITO.

Investment Focus

• Accredited investor status required
• Investment horizon of at least 5 years
• Diversification across multiple asset classes and geographies
• Alignment with Clarity Funds Management's investment principles and philosophy

Portfolio Companies