Growth Fund

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

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

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  • ESG
    We consider environmental, social and governance (ESG) matters when we invest
  • HIGH CONVICTION
    We invest where we are confident a company will deliver the returns we expect, without too much risk
  • Growth
    We look for high-quality, attractively priced companies with good management and growth prospects 
  • 10% target return
    The average expected annual return for the fund, net of fees and tax, for its recommended investment period 

Fund Performance

JUNO KiwiSaver Scheme returns at 30 June 2020


JUNO Growth Fund at 30 June 2020
14.21%
 
4.96%

Market Index

 

1 year

12.48%
 
4.47%

Market Index

 

Since inception* (p.a)

Returns are before fees and assume a PIR of 28% (the highest PIR).

Inception date is 1st August 2018.

How do fees affect your return? *


Balance Return after fees and taxes for the 12 months to 30/06/2020
$220,000
 13.94%
$150,000
 13.81%
$70,000
 13.78%
$25,000
 13.49%
$20,000
 13.91%
$10,000
 13.61%
$5,000
 13.01%
$1,000
 14.21%

What Am I Investing In?

The fund invests primarily in global equities (e.g. shares), with some cash, focusing on globally known brands. We look for companies we believe the market has mispriced relative to the companies’ outlook. 

This means we invest in companies we think are cheap relative to their value; and where we also think the market will recognise their value and the price will rise. Sometimes slowly, sometimes quite dramatically. 

Over time, the expected balance of cash and other investments in the JUNO Growth Fund is 80:20 growth and income, respectively.

 

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Interested in Our Other Funds?

 

Conservative Fund

The cautious

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

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

Learn More