Investing This section elaborates on how one can participate in the Juno Selection Fund, or how to have your assets managed by Juno in a managed account.
We specialise in investment advice, retirement centric financial planning and lifetime cash flow planning, which enables us to explain complex financial issues and concepts, in a simple, engaging and illuminating way. We operate multiple investment platforms and regularly advise on tax-efficient wealth accumulation and withdrawal. When we invest your money, we help you to understand the principles of investing which we believe to include working with markets, understanding risk and return, broadly diversifying and focusing on elements within the investor’s control, including portfolio structure, fees, taxes, and discipline.
For companies, we advise on all aspects of group personal pension schemes including auto enrolment, contract-based pension schemes and master trust based schemes. We are a Chartered Insurance Institute (CII) approved firm of Chartered Financial Planners. Tracey Evans APFS, Chartered Financial Planner, CFPCM is our firm Principle, Independent Financial Adviser and business owner.
We follow a structured process which we use to help you plan and manage your finances throughout your lifetime. Focused or Limited advice – A specific review focusing on part of your financial situation to address a specific need e.g. It is important to review investments on an ongoing basis to ensure that they remain suitable for your purposes and take account of your circumstances, which will evolve over the years. In pursuit of this goal, our investment process strives to reach new levels of excellence in our industry.
Our wealth management services often change the lives of clients who choose to work with us. Most of our clients live or work in the Sussex, but we also have a fair number of clients throughout the South East. LATEST FROM OUR BLOG We are pleased to announce that we secured a win at the Business Matters Awards 2016We won ‘Team of the Year’. Het Juno Selection Fund is een beleggingsfonds in aandelen, waarin u vanaf €150.000,- kunt participeren. InvesteringsstijlJuno investeert in unieke beursgenoteerde ondernemingen met een hoge vrije kasstroom, relatief voorspelbare winstgroei en bovengemiddelde rendementen op kapitaal. Over onsJuno combineert de functie van financieel analist met de rol van de vermogensbeheerder. Nieuws & PerformanceDe maandelijkse rendementen van het Juno Selection Fund en actuele nieuwsberichten. Facebook is a social utility that connects people with friends and others who work, study and live around them. At First Tech Federal Credit Union, we`re here to introduce you to a completely different banking experience for our members.
Specializes in the development of affordable housing communities and urban redevelopment in New Jersey.
Diversified investment management company serving individuals and institutions with investment products and money management services. UBS Investment Bank provides expert advice, innovative solutions, outstanding execution and comprehensive access to the world`s capital markets. Manages assets and conducts business for the benefit of its shareholders, almost all of Alaska Native heritage. Juno Selection Fund outperforms the indices againThe Juno Selection Fund has ended the first half of 2012 with a positive return of +9,4, again outperforming the indices. We help individuals, families and businesses to make intelligent and wise financial decisions by delivering honest, sound and sensible financial advice.
We regularly provide clients with planning solutions that address the new pension freedoms, annual and lifetime allowance issues, and the use of pension input periods during their accumulation phase.


The corporate Chartered title demonstrates our ongoing commitment to an overall standard of excellence and professionalism, and evidence of that commitment to our clients, partners and employees. Our approach delivers a consistent experience for our clients and it ensures total clarity and transparency in respect of the regulated advice we give. It is essential that we develop as detailed an understanding as possible of your circumstances and objectives to provide this category of advice. Through regular reviews we develop our planning strategies to take into account your changing circumstances and objectives as well as developments in economic conditions, legislation, taxation, new ideas and financial products. The foundations of our approach are a desire to make the best possible decisions for our clients, implement them in the most efficient manner and to keep things as simple as possible. We primarily cover Sussex, Surrey and Kent with a particular focus on Haywards Heath, Burgess Hill, Cuckfield, Uckfield, Crawley, Horley, Reigate, Redhill, Billingshurst, Horsham, Worthing, Hove, Brighton and Lewes and the surrounding villages. Look upon it as an ideal opportunity to present us with your burning financial questions and to understand how we can work with you. Wij investeren in beursgenoteerde aandelen van bijzondere Europese kleine en middelgrote ondernemingen. An offering can only be made by prospectus filed first with the Department of Law of the State of New York.
Founded in 1985 by Bud Kirchner, The Kirchner Group team is comprised of successful seasoned entrepreneurs. We work with you to develop a personalised financial plan that focuses on the things you can control so that you can stop worrying about the stuff that you can’t. We advise on Flexi-Access Drawdown (FAD) and Uncrystallised Funds Pension Lump Sums (UFPLS) for those clients arriving at or already in their decumulation phase.
This means we are continually heeding robust studies that have been well-supported by meticulously structured, replicated and repeated academic inquiry. Also, all our processes and procedures are regularly reviewed and are calibrated against the most recent FCA guidance. Tracey is also a Chartered Financial Planner and an Associate of the Personal Finance Society.
This is a vital part of your financial plan – getting together on a regular basis to ensure that you remain on track to achieve your financial goals and objectives.
To this end, our core investment philosophy is founded upon our evidence-based understanding of markets and investing. Veelal zijn dit beursgenoteerde familiebedrijven, of ondernemingen waar een familie of het management zelf ook aandeelhouder is.
With these results, the Fund has consistently ranked among Europe’s top performing funds for the past years.
It means we favour practical applications that have been thoroughly road-tested, with historical track records spanning decades of multiple market climates.
This ensures that we succeed in consistently creating the most positive outcomes for all our clients. We manage investments in a sensible, low-cost manner to try to achieve the best market return possible. The Juno Selection Fund focuses on successful, listed, family owned companies across Europe. To help you stay on course toward your financial goals, we offer the compass of a solid investment strategy based on three key points. Liquiditeit wordt geboden door iedere maand participanten de mogelijkheid te bieden in te stappen, bij te storten of uit te stappen. These family owned companies are more profitable, grow faster and their focus on the long term prevails over short term thinking. Het jaarverslag en de jaarrekening van het Juno Selection Fund worden jaarlijks door Ernst & Young Accountants LLP gecontroleerd.


Of course, risk profiling, asset allocation, portfolio rebalancing and behavioural coaching are also important aspects of our investment process that help you experience better investment outcomes. Het fonds werkt onder de vrijstellingsregeling van de AFM en valt daardoor buiten haar toezicht.
Furthermore, family owned companies tend to have less debt and focus more on reputation and internal values when determining their strategy. Second, it’s a strategy based on reason and evidence guided by the durable science of capital markets. De beheerder is wel getoetst en heeft een volledige vergunning voor discretionair vermogensbeheer van de AFM.
The increase in the value of the Juno Selection Fund is a direct result of the annual growth of the underlying profits of its portfolio companies. Third, it’s grounded in our fiduciary obligation to serve our clients’ highest financial interests.
De beheerder en familieleden participeren voor meer dan twintig procent in het fonds.??Beheerder van het Juno Selection Fund?Juno Investment Partners is de beheerder van het beleggingsfonds.
These companies represent a special group of listed companies that are fairly immune to economic headwinds. In summary, our approach to investing uses the evidence available and Nobel Prize winning theory to deliver better investment outcomes.
De beleggingen van het fonds worden bewaard door een van de grootste bewaarbanken in de wereld, State Street Bank & Trust.
These non-cyclical companies are selected based on quality of their business, as measured, inter alia, by their above average return on capital and large free cash flows.The manager of the Juno Selection Fund is confident that the highly predictable growth in underlying earnings of its portfolio companies will further increase in 2012 and the years to come. De belangen van de participanten worden beheerd door Circle Partners, een internationale, onafhankelijke dienstverlener die ook de administratie van het participantenregister voert. This earnings growth is the driver behind the steady increase in the value of the Juno Selection Fund. About Juno Investment Partners Juno invests in extraordinary European Small and Midcap companies.
Often these are family owned businesses or companies where a family or management is also a (major) shareholder.
De leden van deze raad brengen veel kennis in, onder meer op communicatief en financieel gebied.??ParticipantenbijeenkomstJaarlijks nodigen wij onze klanten uit voor een uitgebreide toelichting op de gang van zaken.
Companies that can continue to achieve a predictable and stable profit growth, year after year, are considered for investment.
During this selection process, the emphasis lies on the return on invested capital and free cash flows that are highly predictable in nature. Deze participantenbijeenkomst wordt goed bezocht en biedt een interessante mogelijkheid om mede-investeerders in het fonds te leren kennen. Wij zijn overigens niet alleen bij deze bijeenkomst persoonlijk bereikbaar, wij moedigen onze klanten aan, ook door het jaar heen contact te leggen wanneer daaraan behoefte is.??Participeren?Het fonds is gelanceerd op 11 januari 2008, tegen een koers van € 100,- per participatie.
These companies often remain in the portfolio for a longer period of time (over three years).
With this investment style, Juno has achieved consistent superior investment results for its clients during the past years.



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