JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 July 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 | -0.92% | 3.94% | 4.22% | 10.00% | 9.81% | 10.41% | 6.30% | 7.63% |
| Balanced Fund | -0.92% | 3.16% | 3.33% | 8.44% | 8.84% | 8.92% | 4.98% | 5.68% |
| Conservative Fund | -0.83% | 1.75% | 1.51% | 4.86% | 5.65% | 6.15% | 2.91% | 2.94% |
*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.