JUNO KiwiSaver - JUNO Balanced Fund

Financial Services Company

last updated on 2021-07-20 16:33:57

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Overview

Rating

Fund name

Balanced Fund

Membership fee per annum

No data

Performance based fees

0.00

Fund performance 5 year

No data

Number of members

1286

Date fund started

01.08.2018

Fund type

Balanced

Estimated annual fees

0.34%

Risk indicator

4

Exit/transfer fee

0.00

Total value of fund

$39 539 624

Data last updated

31/03/21

Fund investment mix

Cash

20%

Property

-

Other

-

Bonds

20%

Shares

60%

Investments

Investments

The Fund invests in various asset types; mostly, over time, in equities and cash. The Fund also invests in global fixed interest as well as the Juno Growth Fund, providing Members with further investment in global fixed interest, equities and cash exposure. Members would choose the Balanced Fund if they have a medium-term investment horizon (or a longer horizon, but low comfort with investing).