JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 May 2026* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Five years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 2.71% | 1.50% | 3.67% | 13.76% | 11.42% | 11.14% | 6.89% | 7.64% |
| Balanced Fund | 2.28% | 0.95% | 2.67% | 12.24% | 10.32% | 9.52% | 5.42% | 5.70% |
| Conservative Fund | 1.19% | -0.35% | 0.98% | 7.06% | 6.86% | 6.41% | 3.14% | 2.93% |
*This table shows the after fees but before tax returns. The inception date for the funds was 24 November 2020. Important: This does not tell you how the funds will perform in the future.