JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 March 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | -2.82% | -2.52% | 0.35% | 4.49% | 9.87% | 5.18% | 5.95% |
| Balanced Fund | -1.89% | -1.51% | 0.79% | 4.40% | 7.92% | 4.05% | 3.93% |
| Conservative Fund | -0.88% | -0.24% | 0.93% | 4.52% | 5.96% | 3.10% | 1.85% |
*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.