JMI Wealth KiwiSaver Scheme Performance
| Performance to 30 April 2024* | One month | Three months | Six months | One year | Two years | Three years | Since inception (p.a.) |
| Growth Fund | -1.54% | 3.02% | 14.09% | 11.92% | 5.76% | 4.01% | 5.66% |
| Balanced Fund | -1.37% | 2.10% | 10.82% | 8.71% | 4.19% | 2.27% | 3.23% |
| Conservative Fund | -1.08% | 0.92% | 7.15% | 5.44% | 2.63% | 0.55% | 0.69% |
*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.