JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 June 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 2.12% | 4.77% | 2.13% | 9.01% | 10.07% | 9.68% | 6.69% |
| Balanced Fund | 2.01% | 4.30% | 2.73% | 8.67% | 8.53% | 8.02% | 4.67% |
| Conservative Fund | 1.42% | 2.54% | 2.30% | 6.70% | 6.42% | 5.52% | 2.31% |
*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.