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Evidential

Evidential Balanced Fund

Kiwisaver • Personal • Visit website
Sub Type Balanced
Report Date 2026-03-31
Total Assets $3,900,000
Total Cost Ratio 0.70%
Growth Assets 60.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.3%
1 year N/A
3 years N/A
5 years N/A
10 years N/A

Evidential Growth Fund

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $7,400,000
Total Cost Ratio 0.75%
Growth Assets 79.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.7%
1 year N/A
3 years N/A
5 years N/A
10 years N/A

Evidential High Growth Fund

Kiwisaver • Personal • Visit website
Sub Type Aggressive
Report Date 2026-03-31
Total Assets $13,500,000
Total Cost Ratio 0.80%
Growth Assets 99.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -3.0%
1 year N/A
3 years N/A
5 years N/A
10 years N/A

JMI Wealth Balanced

Kiwisaver • Personal • Visit website
Sub Type Balanced
Report Date 2026-03-31
Total Assets $3,500,000
Total Cost Ratio 1.23%
Growth Assets 59.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -3.7%
1 year 7.8%
3 years 7.9%
5 years 4.4%
10 years N/A

JMI Wealth Conservative

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets $800,000
Total Cost Ratio 1.10%
Growth Assets 27.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.1%
1 year 4.8%
3 years 5.6%
5 years 2.6%
10 years N/A

JMI Wealth Growth

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $10,700,000
Total Cost Ratio 1.29%
Growth Assets 76.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -4.5%
1 year 7.8%
3 years 9.2%
5 years 5.6%
10 years N/A