We’ve brought the best in the business together to form the JUNO team. Our active management and one low monthly fee help grow your KiwiSaver returns!
Mike Taylor Executive Director, Founder & CEO
Executive Director, Founder & CEO(BBS, NZX DIP)
Mike is the Founder and CEO of Pie Funds and the JUNO KiwiSaver Scheme.He is also Portfolio Manager of the JUNO KiwiSaver Conservative Fund and the JUNO KiwiSaver Balanced Fund.Mike started Pie Funds in 2007 because he believed most banks and fund managers were serial underperformers, and he thought there was a better way to manage money.He bought his first shares at the age of 18. He went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds 10 years later. Mike then launched the JUNO KiwiSaver Scheme in 2018.Mike has a Bachelor of Business Studies in Finance from Massey University and an NZX Diploma.
Anna Sullivan Chief Operating Officer
Chief Operating Officer(LB Hons, BCOM, MSC)
Anna is the Chief Operating Officer and is responsible for overseeing operations, regulatory, legal and governance.Prior to joining JUNO, Anna was Chief Operating Officer for a listed boutique investment bank in London. She has also advised companies on strategic regulatory change, legal and business transformation matters. Anna also had 10 years in senior legal roles for Barclays in London and sub-Saharan Africa.Anna originally qualified as a barrister and solicitor in New Zealand and re-qualified as a solicitor in England. She has a Bachelor of Laws with Honours and a Bachelor of Commerce from Otago University and a Master of Science from Oxford University in the UK.Anna is passionate about New Zealand businesses succeeding and achieving better financial outcomes for New Zealanders.
Mark Devcich Chief Investment Officer & Portfolio Manager
Chief Investment Officer & Portfolio Manager(BCOM, LLB, CFA, CA)
Mark is Chief Investment Officer focusing on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully.He is also the Portfolio Manager of the JUNO KiwiSaver Growth Fund and the JUNO KiwiSaver Conservative Fund.Prior to joining Pie Funds in 2010, Mark worked at PricewaterhouseCoopers in both the Financial Assurance and M&A taxation divisions.Mark has a Commerce and Law degree from the University of Auckland, is a CFA charter holder and a qualified chartered accountant.Mark is a shareholder of Pie Funds.
Shannon Glover Group Financial Controller
Group Financial Controller(BBIM, GDBUS, CA)
Shannon is responsible for providing financial control, oversight and reporting. Prior to joining JUNO in 2019, Shannon was the Chief Financial Officer at communications technology company, Pyrios.Shannon holds a Bachelor of Business and Information Management from the University of Auckland, a Graduate Diploma in Business Studies from Massey University and is a Chartered Accountant.
Rhys Van Stipriaan Luiscius Risk and Senior Compliance Manager
Risk and Senior Compliance Manager(LLB HONS, BSC)
Rhys is responsible for the compliance assurance programme, anti-money laundering, privacy and risk appetite function. This enables the business to appropriately and effectively meet its legal and regulatory obligations. Prior to joining the company, Rhys worked as a Senior Compliance Manager at Aon Insurance, and prior to that, the Legal and Compliance Manager at Vital Healthcare Property Trust. Rhys holds a Bachelor of Laws and Bachelor of Science from the University of Auckland. He was also admitted as a Barrister and Solicitor of the High Court of New Zealand.
Victoria Loveday General Counsel (On Maternity Leave)
General Counsel (On Maternity Leave)(BA, LLB, GDLP)
Victoria is responsible for ensuring legal and regulatory compliance.Prior to joining the company in 2017, Victoria worked at ClearView in Sydney as a Legal Counsel specialising in financial services and law.Victoria holds Bachelors of Arts and Laws from Macquarie University in Australia, and a Graduate Diploma in Legal Practice
Stephanie Cross Head of Compliance and Associate General Counsel
Head of Compliance and Associate General Counsel (LLB Hons, BCOM)
Stephanie is responsible for ensuring legal and regulatory compliance.Prior to joining the company in 2021, Stephanie was a Senior Relationship Manager at Covenant Trustee Services, and before that was an Associate Director, Risk Management Group at Macquarie Securities NZ.Stephanie holds a Bachelor of Laws (Hons) and Bachelor of Commerce from the University of Canterbury. She is also a Barrister and Solicitor of the High Court of New Zealand.
Rachel Payne Compliance Analyst
Compliance Analyst
Rachel is responsible for regulatory compliance administration.Before she joined JUNO in 2018, Rachel worked at Kiwibank as a Banking Specialist.Rachel holds a New Zealand Certificate in Financial Services (Level 5) and Diploma in Business.
Graham Ansell Advisor to the Investment Committee
Advisor to the Investment Committee
Graham has had a long career in the New Zealand financial markets. He is a seasoned investment professional, passionate about investing and good outcomes for investors.Graham’s career began at the Reserve Bank of New Zealand in 1987 in the monetary policy implementation area, followed by four years managing the country’s fixed interest foreign reserves portfolios. In 1996 Graham took up the role of head of fixed interest for Armstrong Jones, which later became ING NZ and ultimately ANZ Investments. In 2012, Graham was appointed Chief Investment Officer of ANZ Investments, a position he held for six years until his departure in 2018.Since 2018, Graham has taken on two roles with the Bank of New Zealand. One as an independent member of BNZ’s Investment Review Committee and the other as an independent director of BNZ Investment Services Limited. In late 2018, the Financial Markets Authority granted Graham a licence to operate as a Licenced Independent Trustee.
Gareth Biggs Group Head of Operations
Group Head of Operations(BSC, GDF)
Gareth is responsible for the management of company operations, including the delivery of projects aligned with the group strategy.Prior to joining JUNO in 2018, Gareth worked at ANZ Bank as a Senior Relationship Manager in Hawke’s Bay.Gareth has also held a number of commercial and institutional banking roles in London and Auckland.Gareth holds a Bachelor of Science and a Graduate Diploma in Finance from the University of Otago in New Zealand.
Tilly Liebenberg People and Culture Manager
People and Culture Manager(DIP BUS)
Tilly is responsible for leading the people and culture function.Prior to joining the company in 2014, Tilly worked at Perpetual Guardian Trust in Auckland as a Client Accountant preparing annual and special purpose financial accounts.Tilly holds a Diploma in Business from Massey University.
Anne Kleyn Business Manager & EA to the CEO
Business Manager & EA to the CEO(DIP BUS, DIP ACC)
Anne is responsible for overseeing the day-to-day business operations as well as assisting CEO Mike Taylor.Prior to joining the company in 2013, Anne worked predominantly in small to medium-sized law firms in New Zealand, as well as at Addleshaw Goddard LLP in London as a Legal Executive Assistant.
Brett Kolb Financial Accountant
Financial Accountant(BCOM, CA)
Brett is responsible for overseeing day-to-day accounts processing, preparing monthly management accounts, and analysing key financial information to aid managerial planning and decision making.Prior to joining the company in 2021, Brett was the Company Accountant at Biarri.Brett holds a Bachelor of Commerce, majoring in accounting, from the University of Queensland.Brett is a Chartered Accountant.
Nikhil Ramrakhiani Head of Digital Solutions
Head of Digital Solutions(BSC)
Nikhil leads the technology department and ensures overarching technology infrastructure closely aligns with our goals.He utilises technology to enhance products and services that focus on external customers as well as drive internal efficiencies.As we continue to grow and execute on our longer-term vision, Nikhil will be overseeing all of our development efforts as well as contributing to the overall roadmap.Prior to joining JUNO in 2018, Nikhil worked as a Hands-on Development Manager at Mobile Mentor. Nikhil holds a Bachelor of Science.
Phillip Quinlan Technical Lead
Technical Lead(BCIS)
Phill assists with digital analysis, design, development, testing and implementation of support and complex technological solutions.Prior to joining JUNO in 2019, Phill worked at NetPotential as Senior Web Developer for 11 years working on a wide variety of digital solutions.He holds a Bachelor of Computer and Information Science, majoring in Software Development from AUT.
Chris Samson IT Manager
IT Manager(BSC)
Chris is responsible for IT infrastructure, including contributing to cyber security. Prior to joining JUNO in 2021, Chris was an IT Engineer at Reckon. He holds a Bachelor of Science, majoring in Computer Science, from SanSebastian College in the Philippines.
Andrew Fraser Chief Marketing Officer
Chief Marketing Officer(BCOM)
Andrew is part of the leadership team and responsible for setting brand strategy and implementing it, including owner of ecommerce.He joined JUNO at the start of 2020, bringing over 25 years’ experience as a senior digital marketing leader. Andrew has held senior marketing executive roles at Frucor Beverages through to large complex multinational environments at Kraft/Cadbury and Tourism New Zealand. Andrew has a proven track record in developing digital, data, market and product strategy, through brand and innovation programs, to deliver outstanding commercial results.Andrew holds a Bachelor of Commerce from the University of Auckland.
Heidi Warner Investor Experience Marketing Manager
Investor Experience Marketing Manager(BA (HONS))
Heidi is responsible for evolving investor experience, marketing strategy and implementation. She brings 15+ years of marketing experience to the team.Prior to joining the company in 2021, Heidi has held Marketing Manager positions within the financial industry both in New Zealand and the UK at Westpac, ASB and LeasePlan UK.Heidi holds a Bachelor of Arts (Hons) majoring in Visual Communication from Birmingham City University, UK.
Stephanie Munro Digital Online Editor and Digital Marketer
Digital Online Editor and Digital Marketer(BC)
Stephanie is responsible for content and brand marketing.Before joining the company in 2017, Stephanie worked at MediaWorks as a Digital Content Producer for NZ’s biggest multi-platform entertainment brand, The Edge radio station. She managed digital content and social strategy for announcer shows, client campaigns and events. Prior to that, she worked in PR.She holds a Bachelor of Communications from Massey University, majoring in PR and Media.
Claire Connell Editor and Senior Writer
Editor and Senior Writer(BA, PGDIPJOUR)
Claire is responsible for internal and external communications and content, including investor education content.Claire joined JUNO at the start of 2018, bringing over a decade of experience in print and digital content production for newspapers and magazines in New Zealand, Australia and Thailand.She holds a Bachelor of Arts in English from the University of Otago, and a Postgraduate Diploma in Journalism from the University of Canterbury.
Jaime Callá Graphic Designer
Graphic Designer(BD)
Jaime is responsible for designing communications content, event material and branding.Prior to joining JUNO in 2019, Jaime worked as a senior designer in charge of designing and producing visual artwork for a wide variety of clients.He has also gained valuable overseas experience working as a freelance art director and designer for several international brands across Latin America, US and Europe.Jaime has extensive experience in building corporate brand identities and in the creation of advertising campaigns. Jaime holds a Bachelor of Design from the National University of Buenos Aires.
Julia Bartlett Head of KiwiSaver Operations
Head of KiwiSaver Operations(BBA, Fin)
Julia is responsible for the oversight of the daily operations of JUNO, including delivery of KiwiSaver-related projects as part of the organisational strategy.Prior to joining JUNO in 2018, Julia worked at Future Super in Sydney as Head of Fund Operations.Julia holds a Bachelor of Business Analysis - Financial from the University of Waikato.
Clara Kim Educator
Educator(BEd Tchg (Hons))
Clara is responsible for the development and implementation of educational initiatives for our members. Prior to joining JUNO in 2019, Clara worked at an International Baccalaureate school in Auckland as a classroom teacher and across school leader. She is a New Zealand registered teacher with a current practising certificate.Clara holds a Bachelor of Education (Teaching) (Honours) from the University of Auckland.
Gordon Gomes KiwiSaver Member Services Manager
KiwiSaver Member Services Manager(BSR)
Gordon is responsible for member experience, alongside client administration. He worked at Westpac NZ as a Wealth Consultant before joining JUNO in 2018.Gordon holds a Bachelor in Sport and Recreation from AUT University.
Rhea Goundar Investment Operations Analyst
Investment Operations Analyst(BBus)
Rhea is responsible for daily operations specific to our investment team including cash management, foreign exchange and settlements.Prior to joining JUNO in 2020, Rhea worked as a Settlements and Operations specialist at XE Money Transfer.Rhea holds a Bachelor of Business majoring in Finance and Information Systems from the Auckland University of Technology.
Steven Ansell KiwiSaver Member Services Support
KiwiSaver Member Services Support
Steven is responsible for member service and administration, alongside legislative and regulatory requirements.Prior to joining JUNO in 2021, Steven worked at the Commonwealth Bank of Australia as an Associate Analyst. Before that, he worked at AIA Insurance as an Arrears Specialist and Customer Relations Specialist.
Brenden Hall Independent Non-Executive Director
Independent Non-Executive Director(BCOM)
Brenden brings over 30 years of experience across multiple industries including electricity, information technology, manufacturing and export.Brenden has held board governance positions since 2002 and is a director of ETEL based in Auckland, Deputy Chair of Unison Networks and Unison Fibre based in the Hawke’s Bay, and is also a director of Longbeach Holdings, the Christchurch based parent-company of iconic New Zealand clothing brand, Swanndri. Brenden also has subcommittee roles in these companies including Audit and Risk and Remuneration subcommittees both as a member and in a chair capacity.In addition to his Board roles, Brenden provides advisory services in strategy development, mergers and acquisitions and export market development to a range of clients.
Ana-Marie Lockyer Independent Non-Executive Director
Independent Non-Executive Director(BCOM, DIP GRAD)
Ana brings over 20 years of broad banking and financial services experience from 10 years in the local and global Wealth team at ANZ Bank. At ANZ Ana had a number of strategic and executive roles across insurance and investments, including responsibility for New Zealand's largest KiwiSaver scheme. She also spent a further 10 years in commercial and product functions at Henderson Global Investors in London. Ana has also held governance roles for ANZ Samoa and the Financial Services Council and is currently General Manager of AA Finance.Ana qualified as a Chartered Accountant and was admitted as a member of the Australian Institute of Company Directors. She is passionate about financial literacy, savings and retirements outcomes for New Zealanders and diversity in the financial services industry.
Roger Kerr Independent Non-Executive Director
Independent Non-Executive Director(BCOM, ACA, FCTP, FNZIM)
Roger has had an extensive career in New Zealand’s financial and investment markets spanning four decades, including corporate treasury management consultancy with Bancorp, Asia-Pacific Risk Management and PwC. Roger’s previous governance roles include Board Chairman of Trust Investments Management, board member of the National Provident Fund and on the advisory board of the New Zealand Government Debt Management Office.Since early 2019 Roger has been the Executive Chairman of Barrington Treasury Services NZ Limited. Roger is currently a trustee on the Melanesian Mission Trust Board and a director of Financial Services Complaints Limited, ETOS Limited, Pakuranga Medical Centre Limited and Forli Partners Limited.
Cecilia Robinson Independent Non-Executive Director
Independent Non-Executive Director
Cecilia brings broad brand, marketing and business strategy experience to the Board. She has been involved with the company for a number of years in a business consultancy capacity and joined the Board in November 2019.Cecilia is a serial entrepreneur founding Au Pair Link, My Food Bag and more recently, Tend Health, with her husband James.Au Pair Link was sold to the Evolve Education group as part of the roll-up in 2014. When sold, Au Pair Link was one of the largest Au Pair companies in the world and one of the largest home-based early childhood education services in New Zealand.In 2016, 70% of My Food Bag was sold to private equity group Waterman Capital. Since inception, My Food Bag has delivered over 60 million meals, become the 3rd largest food retailer in New Zealand and currently delivers 10,000 meals to charities across New Zealand per/month.Cecilia has won the Westpac business awards and was subsequently named the Supreme Woman of Influence in the Westpac/Fairfax Women of Influence Awards 2017.After serving as Co-CEO of My Food Bag for 6 years, alongside her husband James, the couple resigned in 2018 to focus on family, other business opportunities and philanthropic work. The Robinsons continue as shareholders of My Food Bag, and Cecilia is also a founding Trustee of the Princes Trust NZ.
A market index contains similar assets and has similar risk to the JUNO funds, and so is a good reference point for judging performance. Every fund type is made up of a different mix of asset types.
Each asset type (equities, fixed income and cash) in each fund has a market index. So, the market index figures shown combine two or more market indices, depending on the assets in the fund. For example, the JUNO Growth Fund combines market indices for equities, fixed income and cash. Finally, the combination of market indices for each fund is weighted according to its target asset mix.
For example, the market index return for the JUNO Growth Fund is 80% the return of the market index for equities, 10% the return for fixed income and 10% the return of the market index for cash. More information about the JUNO KiwiSaver Scheme market indices can be found in the Statement of Investment Policy and Objectives (SIPO).