JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 June 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 | 2.14% | 10.60% | 5.61% | 13.78% | 11.37% | 11.29% | 6.69% | 7.92% |
| Balanced Fund | 1.80% | 8.39% | 4.39% | 12.01% | 10.32% | 9.68% | 5.37% | 5.94% |
| Conservative Fund | 1.39% | 4.70% | 2.45% | 7.03% | 6.87% | 6.63% | 3.21% | 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.