JMI Wealth Balanced

BalancedBalanced

5yr Return

5.2%

3yr Return

10.4%

1yr Return

10.2%

3m Return

1.40%

Total Fee

1.23%

Fund Size

$3.9M

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

1.40%

1 Year

10.2%

3 Year

10.4%

annualised

5 Year

5.2%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee1.23%

Category Rankings

Ranked within Balanced funds

3 Month#26

1 Year#9

3 Year#25

5 Year#18

Risk Level

4/ 7

Medium

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