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About our calculators

Our calculators and tools can show you how you can reach your goals faster.

See how one low fixed monthly fee can help grow your KiwiSaver balance

 

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See how active fund management aims to help grow your KiwiSaver returns

 

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Let us help you choose the right fund for your KiwiSaver money

 

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  • 0800 JUNO KS
  • info@junokiwisaver.co.nz
  • 1 Byron Ave, Takapuna, Auckland 0622, New Zealand

MANAGED BY

Pie Funds Logo

Pie Funds Management Limited (Pie Funds) is the issuer and manager of the JUNO KiwiSaver Scheme.  Click here for the Product Disclosure Statement.  Before investing, you may wish to obtain professional advice.  Past performance is not an indicator for future returns.

MorningStar Disclosure Statement*

1. PERFORMANCE: JUNO’s top performing Growth, Balanced & Conservative funds out of Morningstar-reviewed funds for the 12 months to 31 December 2020 (after fees but before tax, calculated by Morningstar). Morningstar does not rank all KiwiSaver providers. 3. FEES: Comparing JUNO’s one low fixed monthly fee of $8.00, versus the Morningstar industry average fee of $19.75 for a KiwiSaver balance of $20,000 in a Growth fund, according to Morningstar data as at 31 December 2020. Morningstar does not rank all KiwiSaver providers. We’ve used $20,000 as this is close to the average KiwiSaver balance (FMA 2020 KiwiSaver Annual Report). 4. ACTIVE RETURNS: JUNO’s actively managed Growth fund return compared to its market index for the 12 months to 31 January 2021. Returns are before fees and assume a PIR of 28% (highest PIR).

Copyright 2021 Pie Funds

What is a Market Index?

A market index contains similar assets and has similar risk to the JUNO funds, and so is a good reference point for judging performance. Every fund type is made up of a different mix of asset types.

Each asset type (equities, fixed income and cash) in each fund has a market index. So, the market index figures shown combine two or more market indices, depending on the assets in the fund. For example, the JUNO Growth Fund combines market indices for equities, fixed income and cash. Finally, the combination of market indices for each fund is weighted according to its target asset mix.

For example, the market index return for the JUNO Growth Fund is 80% the return of the market index for equities, 10% the return for fixed income and 10% the return of the market index for cash. More information about the JUNO KiwiSaver Scheme market indices can be found in the Statement of Investment Policy and Objectives (SIPO).