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.

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