Our funds are top performers!

Returns JUNO vs Industry Average - Growth Fund

We are proud to say all three of our funds have been ranked #1 for the 12 months to 30 September 2020, according to the latest Morningstar data1

JJUNO Growth’s 12-month returns were 23.7% compared to the industry average return of 5.7% (after fees and before tax) – nearly double that of the nearest competitor in the same risk category at 14.1%.

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Performance update

Fund Performance as at 31 October 2020
1 month 3 months 6 months 1 year Since inception
(annualised since August 2018)
JUNO Conservative Fund
0.65%
3.36%
6.63%
7.75%
5.10%
Market index in NZD
-0.46%
0.26%
1.79%
1.19%
2.80%
JUNO Balanced Fund
0.54%
5.87%
13.31%
15.46%
9.89%
Market index in NZD
-1.14%
0.54%
4.05%
1.68%
4.68%
JUNO Growth Fund
0.74%
8.52%
21.17%
23.80%
16.92%
Market index in NZD
-1.53%
0.76%
5.12%
1.43%
4.99%
 

*Fund performance before fees and assumes a PIR of 28% (the highest PIR)