JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 October 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 1.90% | 5.25% | 14.80% | 12.10% | 16.97% | 12.25% | 7.86% |
| Balanced Fund | 1.58% | 5.00% | 13.08% | 11.90% | 14.66% | 10.47% | 5.87% |
| Conservative Fund | 1.04% | 3.51% | 7.53% | 7.99% | 10.29% | 7.36% | 3.12% |
*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.