JUNO KiwiSaver Balanced Fund received a 5-star 3-year Morningstar Rating™ and a 5-star Overall Morningstar Rating™ out of 58 multisector balanced funds as at 30/11/21. MORNINGSTAR STAR RATINGS: JUNO KiwiSaver Growth Fund received a 5-star 3-year Morningstar Rating™ and a 5-star Overall Morningstar Rating™ out of 57 multisector growth funds as at 30/11/21. Report excludes KiwiSaver schemes with less than 5,000 members.Ħ. FASTEST GROWING: KiwiSaver Annual Market Report by Investment News, for the 12 months to 31 March 2021. Returns can be negative as well as positive and returns over different periods may vary.ĥ. Past performance is not a reliable indicator of future returns. Returns are before fees and assume a PIR of 28% (highest PIR). ACTIVE RETURNS: JUNO's actively managed Growth Fund’s annualised three-year return as at 30 November 2021, compared to its market index return for the same period. Fees are converted to a dollar-based annual fee for comparison purposes.Ĥ. We’ve used $35,000 as this is the average balance of contributing members ( FMA News & Resources). Morningstar does not rank all KiwiSaver providers. FEES: Comparing JUNO’s one low monthly fee to the Morningstar industry average for a KiwiSaver balance of $35,000 in a Growth fund, according to Morningstar data as at 30 September 2021. Completing the JUNO application form takes 2 minutes on average if you have your IRD number, ID and proof of address ready. IRD data for total number of provider switchers for the 12 months to 31 August 2021. JUNO Growth Fund 3-year and 10-year market index returns are 9.3% and 11.3% respectively, and JUNO Balanced Fund 3-year and 10-year market index returns are 7.7% and 9.5% respectively, at 30 September 2021, annualised p.a.Ģ. Morningstar does not rank all KiwiSaver providers and risk profiles vary between funds. PERFORMANCE: JUNO KiwiSaver Growth Fund is ranked #1 for 3-year annualised returns (17.5%) out of 30 funds in the Morningstar KiwiSaver Multi-sector growth category, and JUNO KiwiSaver Balanced Fund is ranked #1 for 3-year annualised returns (10.5%) out of 29 funds in the Morningstar KiwiSaver Multi-sector balanced category to 30 September 2021 (after fees but before tax, calculated by Morningstar). Past performance is not a reliable indicator of future returns.ġ. Please see a financial adviser for tailored advice. For information about the advice we can provide, our duties and complaint process, click here. Any advice on this website is general only and does not account for personal circumstances or financial goals. Click here for our Product Disclosure Statement. Pie Funds Management Limited is the issuer and manager of the JUNO KiwiSaver Scheme.
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