Launched in November 2020, this is a multi-manager scheme (a fund of NZ and international funds), which complements our offering. JMI Wealth Limited originated out of the Jarden Morgan sharebroking business in the 1980’s, which means that JMI is an experienced investment and advisory firm which has been operating locally for over 30 years.
A selection of their investment partners include Clarity Funds Management, Devon Fund, Milford Asset Management, SmartShares a member of the NZX Group, and Vanguard. This means that the firm has a wide range of funds, expertise, and investment styles to draw on.
Andrew Kelleher, a Director of JMI Wealth, leads the investment team and is a well-known investment manager who shares his views on the latest developments most mornings on Newstalk ZB.
Members can invest in one, or a mix, of three diversified funds.