#1 Ranked Growth and Balanced Funds1

Returns JUNO vs Industry Average - Growth Fund

We are proud to say our Growth and Balanced funds are ranked #1 out of Morningstar-reviewed funds for 12-month returns to 30 June 2021.1

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

We put this strong result down to our active management and one low monthly fee, which together help grow your KiwiSaver returns.

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How do your returns compare to JUNO’s #1 ranked Growth Fund1?

Compare JUNO returns and fees with the four big banks

We are proud to say our Growth Fund is ranked #1 out of 31 Morningstar-reviewed KiwiSaver multi-sector growth funds 12-month returns to 30 June 2021.1

We put this strong result down to our active management and one low monthly fee, which together help grow your returns.

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

Check out a comparison of annual fees, relative returns, and rankings for 31 Growth funds – you might be surprised at the results!



Image represents JUNO’s #1 ranked Growth fund return and annual fee versus the big 4 banks according to Morningstar data for the 12 months to 30 June 2021. Fees are based on a balance of $20,000 in a Growth Fund (close to the average KiwiSaver Balance – 2020 FMA Annual Survey). Returns are after fees and before tax, as calculated by Morningstar. Banks’ fees are converted to a dollar-based annual fee for comparison purposes. Morningstar does not rank all KiwiSaver providers and risk profiles vary between funds. Our fees vary with balance size.

Are your returns passive or active?

Some providers use passive management, where your balance is invested automatically and tries to get close to the industry average return. Our experienced active fund managers aim to beat the market index return, not just follow it!
JUNO’s active management gets returns


Performance update

Fund Performance as at 31 August 2021
1 month 3 months 6 months 1 year 3 years (annualised) Since inception
(annualised since August 2018)
JUNO Conservative Fund
0.11%
1.00%
2.60%
6.84%
5.29%
5.26%
Market index in NZD
0.10%
2.07%
4.38%
5.28%
4.92%
5.27%
JUNO Balanced Fund
0.57%
2.44%
5.46%
15.39%
11.15%
11.09%
Market index in NZD
0.71%
4.73%
10.06%
14.29%
8.14%
8.79%
JUNO Growth Fund
1.12%
4.06%
9.14%
24.87%
18.43%
18.84%
Market index in NZD
1.07%
6.22%
13.27%
19.48%
9.87%
10.69%
 

*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.

Reasons you’ll love JUNO

Save on fees

One low monthly fee helps grow your KiwiSaver balance, so there’s more money to benefit from returns.

Grow your returns

Our active management gets returns. Our experienced investment team actively manage your money to help grow and protect your KiwiSaver returns.

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