JMI Wealth KiwiSaver Scheme Performance
| Performance to 28 February 2026* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 1.46% | 2.14% | 5.66% | 11.74% | 11.45% | 11.56% | 7.71% |
| Balanced Fund | 1.48% | 1.70% | 5.01% | 11.53% | 10.38% | 9.98% | 5.78% |
| Conservative Fund | 1.30% | 1.34% | 3.51% | 7.67% | 7.44% | 7.18% | 3.14% |
*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.