JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 January 2024* | One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 1.65% | 3.45% | 6.46% | 14.01% | 12.02% | 7.05% | 7.25% |
| Balanced Fund | 1.33% | 2.72% | 5.31% | 11.21% | 9.46% | 4.98% | 4.79% |
| Conservative Fund | 0.84% | 1.60% | 3.65% | 7.78% | 6.52% | 3.13% | 2.19% |
*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.