Investment funds / non-KiwiSaver / Shares / Global
The Clarity Global Shares Fund invests in a portfolio of well-diversified global securities listed on sharemarkets around the world. They use a global investment manager for this Fund, being MFS. Clarity has engaged MFS through its Australian entity, MFS International Australia Pty Limited (MFS Australia). MFS use a mix of fundamental and quantitative analysis to select companies.
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.