Clarity

International shares, Shares

Clarity Global Shares Fund

Provides exposure to an actively managed global shares fund. The underlying investment manager uses a mix of fundamental and quantitative analysis to select companies.

Risk indicator

5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge

1.00% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment

$250

Or $50 per fund with a Regular Investment Plan.

Unit price

$8.2131

As at 30/10/2026. Buy/sell spread 0.09%*.

Download unit price history (CSV)

About this fund

Provides exposure to an actively managed global shares fund. The underlying investment manager uses a mix of fundamental and quantitative analysis to select companies. Aims to generate a better return than the MSCI All Country World ex-Tobacco Index (net dividends reinvested) in NZ dollars with 50% hedged to NZ dollars over the medium to long term.

Invest in this fund

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager

Clarity

Fund type

Managed fund (PIE)

Asset class

International shares, Shares

Management style

Active

Inception date

03/04/2017

Fund size

$272.80M as at 30/10/2026

Distributions

–

Regular Investment Plan

Not available

InvestNow KiwiSaver

Available

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Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Clarity Global Shares Fund

1 month

3 months

1 year

3 years

5 years

10 years

Since inception

Clarity Global Shares Fund

-2.08%

1.64%

18.41%

24.64%

15.96%

–

13.76%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

International shares

98.7%

Australasian shares

0.4%

Cash

0.9%

As at 31/10/2026. Source: Morningstar.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee

Amount

What it means

Estimated annual fund charge

1.00% p.a.

Includes management and administration fees, deducted from the fund.

Performance fee

None

This fund doesn’t charge a performance fee.

Buy/sell spread

0.09%*

A cost applied when you buy or sell units.

InvestNow account fees

None

No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement

PDF

Download

About the manager

Clarity

Clarity Funds Management offers the Clarity Global Shares Fund (international equities) as a InvestNow KiwiSaver Scheme option on the InvestNow platform.

Learn more about Clarity Funds Management, their investment options available to InvestNow customers plus access their latest news & updates below.

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