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JMI Wealth KiwiSaver Scheme
JMI Wealth KiwiSaver Scheme is a KiwiSaver provider that runs 3 KiwiSaver funds, has 222 members, manages $10 million.
About JMI Wealth KiwiSaver Scheme
JMI Wealth KiwiSaver launched in 2020 as the Select KiwiSaver Scheme and was renamed in 2024. It is now managed by Shaw and Partners Financial Services, after Shaw and Partners acquired a majority stake in Investment Services Group in 2025, while Smartshares provides the licensed scheme-manager structure. The scheme uses a fund-of-funds approach, building three conservative, balanced and growth funds from underlying managers including Vanguard, Milford, Devon, Smartshares and Clarity. It is primarily adviser-distributed and remains one of New Zealand's smaller KiwiSaver schemes.
Key facts
- Ownership
- Australian-owned
- KiwiSaver scheme established
- 2020
- Investment approach
- Multi-manager fund-of-funds
- KiwiSaver funds under management
- $10 million
- Members
- 222
- Average member balance
- $67,223
- KiwiSaver funds offered
- 3
- Annual fee range
- 1.10% – 1.29%
Fund range by risk profile
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 1 fund
How has JMI Wealth KiwiSaver performed?
Over the last 5 years, their highest-returning fund was the Growth Fund, at +5.0% a year after fees and tax.
| Risk profile | Fund | Return |
|---|---|---|
| Conservative | Conservative Fund | +4.2% |
| Balanced | Balanced Fund | +7.1% |
| Growth | Growth Fund | +7.1% |
KiwiSaver funds offered by JMI Wealth KiwiSaver Scheme
| Fund | Risk profile | Annual fee | 1 year | 5 years p.a. |
|---|---|---|---|---|
| Conservative Fund | Conservative | 1.10% | +4.2% | +2.1% |
| Balanced Fund | Balanced | 1.23% | +7.1% | +3.8% |
| Growth Fund | Growth | 1.29% | +7.1% | +5.0% |
Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.