Investment funds / non-KiwiSaver / Shares / Australasia
The Clarity Trans-Tasman Value Fund employs a value investing strategy, typically favouring companies which offer higher earnings yields. The Fund may be suitable for investors who want a diversified investment with exposure across Australasian equities, who are comfortable with a higher risk in the short-term for improved longer-term returns.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.