Juno KiwiSaver Scheme
Juno Growth Fund

In their own words: "The Fund invests primarily in international equities with a focus on globally-known brands, along with a cash exposure. Members would choose the Growth Fund if they have a longer-term investment horizon and are comfortable with investing."

At a glance:

Not Mindful
Type: Balanced fund
Past Returns: -

Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.

Annual Fees: 0.32%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND10586
Name Juno Growth Fund
Risk profile Balanced fund
Description The Fund invests primarily in international equities with a focus on globally-known brands, along with a cash exposure. Members would choose the Growth Fund if they have a longer-term investment horizon and are comfortable with investing.
Value $13M NZD
Members 488
Market index description 20% NZBond Bank Bill Index (NZD)/ 80% MSCI ACWI IMI Net Total Return Index (USD)
Disclosure Statement Period Sun Sept. 30th 2018
Fund started Wed Aug. 1st 2018
Three-year average return -
Market index past year return 8.09%
Past year return net charges and tax None
Past year return net of charges gross of tax None
Market index return since fund started %
Return since fund started net %
Total annual fund fees 0.32
Total performance based fees 0.0
Manager's basic fee 0.32
Administration charges 0.0
Total other charges 0.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Index Fund Annual Return

The market index is the average NZ KiwiSaver return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

Showing the top 10 investments for this fund:

  • BNZ Cash Account
    New Zealand Cash and Equivalents
    51.26%
  • Ishares Msci Eafe Optimized ETF
    United States International Equities
    15.46%
  • Ishares Msci Usa Esg Optimized ETF
    United States International Equities
    12.7%
  • Ishares Msci Em Esg Optimized ETF
    United States International Equities
    5.05%
  • Lkq Corporation
    United States International Equities
    2.3%
  • Alphabet Inc - Class C
    United States International Equities
    2.27%
  • Naspers Ltd
    United States International Equities
    2.19%
  • Autohome Inc - Adr
    United States International Equities
    1.98%
  • Techtronic Industies Co Ltd
    Hong Kong International Equities
    1.49%
  • Yandex Nv-A
    United States International Equities
    1.43%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

How the money in this fund is invested.

Type Target Actual
Cash and Cash Equivalents 20.0% 51.17%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 1.37%
International Equities 80.0% 47.46%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

Key Personnel

  • Bianca Fledderus

    Currently: Investment Analyst and Portfolio Manager (1 years, 0 months)
    Previously: Assistant Investment Analyst and Dealerat Pie Funds (0 years, 5 months)

  • Mark Devcich

    Currently: Head of Research/Portfolio Manager (7 years, 0 months)
    Previously: Accountant at PwC (2 years, 6 months)

  • Michael Taylor

    Currently: CEO, CIO and Executive Director (11 years, 3 months)
    Previously: Manager at BOS International (2 years, 0 months)

  • Paul Gregory

    Currently: Head of Investments (0 years, 10 months)
    Previously: Director, External Communications and Investor Capability at Financial Markets Authority (2 years, 1 months)

  • Roy Knill

    Currently: Non-Executive Director, Chair of Investment Committee (5 years, 6 months)
    Previously: Director at CityMed (15 years, 9 months)

  • Victoria Harris

    Currently: Senior Investment Analyst and Portfolio Manager (1 years, 5 months)
    Previously: Milford Asset Management (5 years, 10 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

The known proportion of this fund invested in the areas of concern that we track. The Fund may have investments that are not consistent with their exclusions policy because of timing issues or because there are companies of concern in indirect investments.

  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.04%
  • Animal Testing:
    1.43%
  • Fossil Fuels:
    0.92%
  • Gambling:
    0.03%
  • GMOs:
    0.07%
  • Human Rights & Environmental Violations:
    0.25%
  • Palm Oil:
    0.07%
  • Tobacco:
    0.00%
  • Weapons:
    0.37%

This data has been compiled by Mindful Money from the portfolios that each KiwiSaver fund has filed with the Disclose register to 31 March 2019 and Mindful Money analysis of funds within those portfolio. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Does this fund have a policy to exclude any industries from its investments?

  • Adult Entertainment/Pornography:
  • Alcohol:
  • Animal Testing:
  • Fossil Fuels:
  • Gambling:
  • GMOs:
  • Human Rights & Environmental Violations:
  • Palm Oil:
  • Tobacco:
  • Weapons:

This data is compiled from Mindful Money analysis of Fund websites. Note that the Fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the Fund.

Many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital investment. Past returns are not a guide to future returns. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.