JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 April 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 | 5.43% | 0.26% | 0.55% | 15.43% | 9.81% | 10.51% | 6.29% | 7.23% |
| Balanced Fund | 4.10% | 0.16% | 0.11% | 13.20% | 8.99% | 8.89% | 4.91% | 5.35% |
| Conservative Fund | 2.05% | -0.24% | -0.44% | 7.06% | 6.31% | 6.02% | 2.82% | 2.75% |
*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.