Documents | Shaw and Partners

Prior to 19 October 2026, the Shaw and Partners KiwiSaver Scheme was named the JMI Wealth KiwiSaver Scheme.

Documents

Product Disclosure Statement (PDS)

Other Material Information (OMI)

Statement of Investment Policy and Objectives (SIPO)

Quarterly Fund Updates

Growth Fund (March 2026)

Balanced Fund (March 2026) 

Conservative Fund (March 2026)

 

2025 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2025

2024 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2024

2023 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2023

2022 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2022

2021 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2021

2020 Fund Updates

Shaw and Partners KiwiSaver Scheme Fund Updates 2020