JMI Wealth KiwiSaver Scheme Performance
| Performance to 28 February 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | -1.33% | 0.39% | 4.91% | 11.16% | 11.47% | 6.93% | 6.78% |
| Balanced Fund | -0.94% | 0.51% | 3.79% | 9.25% | 9.21% | 5.13% | 4.47% |
| Conservative Fund | -0.19% | 0.67% | 2.54% | 7.22% | 6.94% | 3.41% | 2.10% |
*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.