JMI Wealth Conservative

moderateModerate

5yr Return

2.7%

3yr Return

7.2%

1yr Return

6.9%

3m Return

0.70%

Total Fee

1.10%

Fund Size

$0.9M

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

0.70%

1 Year

6.9%

3 Year

7.2%

annualised

5 Year

2.7%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee1.10%

Category Rankings

Ranked within Moderate funds

3 Month#16

1 Year#10

3 Year#19

5 Year#17

Risk Level

3/ 7

Low-Medium

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