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22/11/2024
Financial Services Company
last updated on 2023-12-12 12:32:43
| Rating |
7.0 |
| Fund name |
JUNO BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.44% |
| Number of members |
1880 |
| Date fund started |
2018-08-01 |
| Fund type |
Balanced |
| Estimated annual fees |
0.69% |
| NZ invested Assets |
7.71% |
| Total value of fund |
$60 497 391 |
| Data last updated |
2023-11-14 03:38:18 |
| Cash |
10% |
| Growth Assets |
60% |
| Bonds |
30% |
| Investments |
The Balanced Fund seeks to provide investors with steady capital growth over a five-to-10 year period. The Fund invests in equities (directly and/or through the JUNO Growth Fund), with a reasonable allocation towards fixed interest. |
