JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 July 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 2.48% | 9.07% | 2.96% | 9.61% | 10.61% | 9.39% | 7.12% |
| Balanced Fund | 2.34% | 7.69% | 3.74% | 9.25% | 9.15% | 7.77% | 5.10% |
| Conservative Fund | 1.23% | 3.88% | 2.69% | 6.44% | 6.80% | 5.12% | 2.53% |
*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.