JMI Wealth KiwiSaver Balanced

24918

JMI Wealth KiwiSaver Balanced 24918 Strategy

Aims to provide a medium level of capital growth over the medium to long term (at least 5 years). The fund invests similar proportions in income and growth assets.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
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Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage

Long-term trends point to categories where active managers are more likely to outperform.

Morningstar Investment Ideas

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