#1 Growth Fund
by Morningstar1

JUNO Growth Fund #1 by Morningstar

We are proud to say our Growth Fund is #1 out of Morningstar-reviewed funds for the 12 months to 31 March 2021 returns.1

KiwiSaver is a long-term investment, but we are still very happy with these results.

We put this strong result down to our active investment team (real humans to help protect & manage your money) and our low fees (less money taken out of your account means there’s more left to benefit from returns).

Are your returns passive or active?

JUNO Growth Fund performance compared to Market Index

JUNO uses active management, meaning there’s a human investment team actively working hard to grow your KiwiSaver returns.

Many other providers use passive management, where your KiwiSaver balance is invested automatically and tries to get close to the industry average return. Usually active management costs more, but at JUNO it doesn’t. With us, you’ll get active returns at a low price, to help your balance grow faster.

Performance update

Fund Performance as at 30 June 2021
1 month 3 months 6 months 1 year Since inception
(annualised since August 2018)
JUNO Conservative Fund
0.76%
1.32%
1.77%
9.37%
5.49%
Market index in NZD
1.57%
2.12%
3.18%
7.17%
5.40%
JUNO Balanced Fund
1.68%
2.47%
4.45%
20.68%
11.49%
Market index in NZD
3.44%
4.61%
9.12%
17.84%
8.86%
JUNO Growth Fund
2.87%
4.13%
8.22%
33.92%
19.59%
Market index in NZD
4.50%
6.01%
12.57%
23.96%
10.72%
 

*We report fund performance before fees and assume a PIR (tax) of 28%, the highest PIR. Morningstar fund performance figures are after fees and before any tax.

3 reasons you’ll love JUNO

Low monthly fees

One low fixed monthly fee based on the size of your balance. Paying low fees helps grow your KiwiSaver balance, and means there’s more money to benefit from returns.

Active fund management

Real humans making investment decisions to help grow and protect your KiwiSaver returns.

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