KUALA LUMPUR: The Employees Provident Fund (EPF) intends to increase investment in varied domestic asset classes in 2022 in line with the reopening of economies and companies in the nation.
Chief govt officer Datuk Seri Amir Hamzah Azizan mentioned as a serious investor in Malaysia’s monetary markets, this would assist catalyse financial exercise and help in the restoration of the economic system.
“We imagine that the reopening of economies and companies, in addition to varied initiatives beneath the National Economic Recovery Plan, would offer fertile floor for the EPF to increase its investment efficiencies and leverage the alternatives {that a} restoration brings,” he advised a media briefing on the EPF 2021 monetary efficiency right here, at present.
Amir Hamzah mentioned the EPF’s inner knowledge posited that the labour market was nursing again to well being, with contribution knowledge, member registrations, and lively employers all returning to pre-pandemic ranges in the fourth quarter of 2021.
“With worldwide borders set to reopen and vaccination charges among the many greatest in the world, Malaysia is poised for a rebound in 2022,” he mentioned.
For 2021 efficiency, Amir Hamzah mentioned the continued market restoration, significantly in the developed markets, contributed to the EPF’s listed fairness portfolios, offering alternatives for it to realise income.
“Equities, significantly international listed equities, which recorded a return on investment (ROI) of 10.44 per cent, continued to be the driving force of returns. Total revenue contributed by the fairness asset class was RM38.93 billion, or 58 per cent, of the EPF’s whole gross revenue.
“The personal fairness portfolio additionally demonstrated robust efficiency, recording an ROI of 19.01 per cent,” he mentioned.
With virtually half of the EPF’s whole asset allocation in fastened revenue devices, comprising Malaysian authorities securities and equal, in addition to loans and bonds, he mentioned the retirement fund was in a position to preserve regular returns. Income from the portfolio contributed RM19.50 billion, or 29 per cent, of the EPF’s whole gross revenue.
Meanwhile, Amir Hamzah mentioned the EPF’s abroad belongings have been vital contributors to the general efficiency, the place completely different asset classes, markets, and currencies offered revenue stability and added worth to the retirement fund’s general return.
“As at December 2021, about 37 per cent of EPF’s investment belongings have been outdoors of Malaysia throughout all asset classes,” he mentioned.
Overall investment belongings grew 0.8 per cent to RM1.01 trillion from RM1 trillion in 2020, whereas membership base as at December 2021 grew by 2.0 per cent to 15.2 million, whereas employers registered with the EPF stood at 553,000.
With a mean three-year actual dividend after adjusting for inflation of 4.91 per cent for Simpanan
Konvensional, and 4.51 per cent for Simpanan Shariah, he mentioned the EPF had surpassed its strategic goal
of declaring a mean actual dividend of a minimum of 2.0 per cent on a rolling three-year foundation.
“The dividend payout for every financial savings was derived from whole gross realised revenue for the year after deducting the web impairment on monetary belongings, value write down on listed equities, unrealised losses due to international alternate charge, and spinoff costs, investment bills, working bills, statutory prices, in addition to dividend on withdrawals,” he added. – Bernama
