JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 December 2024* | One month | Three months | Six months | One year | Two years | Three years | Since inception (p.a.) |
| Growth Fund | 0.09% | 2.95% | 6.74% | 14.40% | 13.30% | 4.45% | 6.98% |
| Balanced Fund | 0.13% | 2.34% | 5.78% | 11.04% | 10.45% | 2.97% | 4.56% |
| Conservative Fund | 0.02% | 1.16% | 4.30% | 7.13% | 7.31% | 1.94% | 2.03% |
*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.