JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 May 2025* |
One month | Three months | Six months | One year | Two years (p.a.) |
Three years (p.a.) |
Since inception (p.a.) |
| Growth Fund | 4.22% | -0.30% | 0.09% | 9.13% | 9.85% | 7.41% | 6.32% |
| Balanced Fund | 3.16% | 0.32% | 0.83% | 8.44% | 8.19% | 6.09% | 4.30% |
| Conservative Fund | 1.19% | 0.22% | 0.89% | 6.67% | 6.08% | 4.26% | 2.03% |
*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.