Our Funds

Often, the more options you have, the more confusing the choice. So we’ve given you three funds to choose from. 

Conservative Fund

The cautious

The JUNO Conservative Fund seeks to preserve your capital, with some growth, averaging 2-5% annually after fees and tax, over three to five years.

This fund might suit you if you have a short timeframe in which to invest, or if you aren’t all that comfortable with investing.


Learn more

Balanced Fund

The balanced

The JUNO Balanced Fund seeks to provide you with steady capital growth, averaging 5-10% annually after fees and tax, over five to 10 years. 

This fund might suit you if you have a medium or longer timeframe to invest.

Learn more

Growth Fund

The ambitious 

The JUNO Growth Fund seeks to provide you with capital growth, averaging 10% or more annually after fees and tax, over a timeframe of more than 10 years. 

This fund might suit you if you’re further away from retirement and comfortable with investing.

Learn more

What Fund Should I Be In?

Choosing what fund to be in is an important decision and will affect what your savings will be. The more time you have to invest, the better off you are likely to be selecting a higher risk fund. But if you need your money sooner, you’re better to choose a low risk fund.

If you need help choosing, our simple guide can give you some assistance.

 

Investment Strategy

Markets often price assets incorrectly. Sometimes assets are more expensive than they are worth, and sometimes they are cheap. This provides opportunities and we try to take advantage by watching carefully and investing actively. 

We also believe that investing is best done over time. The longer you have, and the more patient you are, the greater your chances of growing your investment.

Our aim is to provide you with above-average investment returns by investing in a relatively concentrated portfolio of hand-picked, globally listed companies 

And, importantly, we manage each of the Funds directly and never outsource.


Why Switch?

The JUNO KiwiSaver Scheme has lower fees, and aims to outperform the market to help grow your KiwiSaver balance.

We also provide resources to help improve financial literacy.

Join for
free

Our fees start at zero

See our pricing

Find the right
fund for you

Know what you’re invested in

See our funds

Learn about
investing

Keep learning with JUNO

See our resources