JMI Wealth KiwiSaver Scheme Performance
| Performance to 31 July 2024* | One month | Three months | Six months | One year | Two years | Three years | Since inception (p.a.) |
| Growth Fund | 1.92% | 3.95% | 7.10% | 11.63% | 9.28% | 4.03% | 6.50% |
| Balanced Fund | 1.79% | 3.43% | 5.60% | 9.06% | 7.03% | 2.49% | 4.06% |
| Conservative Fund | 1.48% | 3.04% | 3.98% | 7.16% | 4.47% | 1.12% | 1.55% |
*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.