EPF withdrawal for unit trust investment – annual returns comparison table Part 2

(Last Updated On: 08/02/2017)

Malaysia’s Employees Provident Fund (EPF or KWSP) has announced the removal of its 30% foreign fund exposure cap on Members Investment Scheme (MIS) commencing August 1 2016, permitting members to invest in unit-trust funds that are focused on overseas investments.

EPF unit trust investment

Last updated: 

23rd April 2017
Note: This must be read together with Part 1 of EPF-MIS annual comparison table for funds with > 30% foreign exposure.


Top in 2016

  1. AmAsia Pacific REITs - Class B (MYR) : 13.37%
  2. Eastspring Investments Global Basics MY Fund : 11.86%
  3. Asia Pacific Equity Incomes : 11.4%

Top in 2015

  1. AmSchroder European Equity Alpha : 21.72%
  2. Eastspring Investments Dinasti Equity Fund : 19.01%
  3. Libra Consumer and Leisure Asia Fund : 14.25%

Top in 2014

  1. Libra Consumer and Leisure Asia Fund : 18.52%
  2. AmAsia Pacific REITs - Class B (MYR) : 15.53%
  3. AmGlobal Agribusiness : 6.14%

Top in 2013

  1. AmSchroder European Equity Alpha : 37.32%
  2. Eastspring Investments Global Basics MY Fund : 12.5%
  3. Asia Pacific Equity Income : 12.08%

Top in 2012

  1. AmAsia Pacific REITs - Class B (MYR) : 26.47%
  2. AmSchroder European Equity Alpha : 19.59%
  3. Libra Consumer and Leisure Asia Fund : 14.3%

Top in 2011 (the least negative annual return)

  1. Libra Consumer and Leisure Asia Fund : -5.85%
  2. Eastspring Investments Global Basics MY Fund : -10.67%
  3. AmGlobal Agribusiness : -11.85%

What you can do if you are 'stuck' with an underperforming unit trust investment - EPF or cash

You can transfer to iFast platform used by independent financial adviser (such as myself), at zero costs, and subsequently move around among most of the funds (except Public Mutual) listed above - as and when needed, also at zero costs. Read more about it here.

Your say?

1 Comment

  • Max Tam

    Reply Reply 10/03/2017

    Good article!

    As part of financial planning, you can now write your comprehensive will online at http://www.awill.com.my for RM99.90 only.

    Share this with your friends and family today!

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