JMI Wealth Growth

GrowthGrowth Sustainability Rated

5yr Return

6.8%

3yr Return

12.2%

1yr Return

10.0%

3m Return

1.80%

Total Fee

1.29%

Fund Size

$11.5M

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

1.80%

1 Year

10.0%

3 Year

12.2%

annualised

5 Year

6.8%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee1.29%

Category Rankings

Ranked within Growth funds

3 Month#20

1 Year#17

3 Year#15

5 Year#15

Risk Level

5/ 7

Medium-High

Ready to invest?

Talk to a licensed adviser about this fund.