JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 April 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | -1.56% | -5.60% | -2.35% | 4.46% | 8.13% | 5.32% | 5.46% |
| Balanced Fund | -0.88% | -3.67% | -1.04% | 4.92% | 6.80% | 4.44% | 3.65% |
| Conservative Fund | -0.08% | -1.15% | 0.43% | 5.57% | 5.50% | 3.60% | 1.80% |
*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.