JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 August 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 1.36% | 6.08% | 5.76% | 10.96% | 11.68% | 9.99% | 7.30% |
| Balanced Fund | 1.42% | 5.87% | 6.21% | 10.24% | 10.33% | 8.52% | 5.32% |
| Conservative Fund | 1.10% | 3.79% | 4.02% | 6.66% | 7.63% | 5.84% | 2.73% |
*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.