JMI Wealth KiwiSaver Scheme Performance
Performance to 30 June 2024* | One month | Three months | Six months | One year | Two years | Three years | Since inception (p.a.) |
Growth Fund | 2.24% | 0.42% | 7.18% | 11.14% | 10.02% | 3.69% | 6.07% |
Balanced Fund | 1.79% | 0.21% | 4.97% | 8.40% | 7.69% | 2.18% | 3.59% |
Conservative Fund | 1.39% | 0.45% | 2.71% | 6.15% | 4.93% | 0.84% | 1.12% |
*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.