JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 December 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 0.26% | 1.79% | 7.74% | 10.03% | 12.20% | 12.20% | 7.57% |
| Balanced Fund | 0.12% | 1.43% | 7.29% | 10.22% | 10.63% | 10.38% | 5.65% |
| Conservative Fund | -0.06% | 0.75% | 4.47% | 6.88% | 7.00% | 7.17% | 2.96% |
*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.