JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 November 2024* | One month | Three months | Six months | One year | Two years | Three years | Since inception (p.a.) |
| Growth Fund | 1.68% | 4.50% | 9.03% | 19.07% | 12.30% | 5.29% | 7.11% |
| Balanced Fund | 1.24% | 3.26% | 7.54% | 14.94% | 9.77% | 3.62% | 4.63% |
| Conservative Fund | 0.73% | 1.86% | 5.73% | 10.32% | 6.87% | 2.39% | 2.06% |
*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.