InvestNow Clarity Global Shares Fund
Investnow Clarity Global Shares Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 255 members and holds $5 million. It opened in 2020.
Fees and returns
- Annual fee
- 1.07% of your balance each year
- Return over 1 year
- +20.9% a year
- Return over 3 years
- +19.6% a year
- Return over 5 years
- +13.6% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 98%.
Largest holdings
- Clarity Global Shares Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +20.9% |
| 2024/25 | +8.0% |
| 2023/24 | +31.0% |
| 2022/23 | +1.1% |
| 2021/22 | +8.2% |
About this fund
InvestNow's wrapper access to the Clarity Global Shares Fund, sub-managed by MFS — an actively managed global shares fund using fundamental and quantitative analysis, benchmarked to a global ex-tobacco index, 50% hedged to NZD. It has an annual fund charge of 1.07%.