Explore Unit Trust Investment Opportunities
Channel your EPF funds wisely, whether you are a conservative, moderate or an aggressive investor.
The EPF Members Investment Scheme allows qualified members like you to diversify and invest part of your EPF funds in unit trusts.
With Public Mutual you can choose from a wide array of funds to invest in, one that suits your needs.
" Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing... those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it. " ~ Noel Whittaker Financial Author and Investment Advisor ~
EPF Members Investment Scheme
- Members are allowed to invest 20% of the amount in excess of RM50,000 in Account 1.
- Minimum investment RM1,000.
To Qualify
- You would need a minimum of RM55,000 in your Account 1 to meet the minimum investment requirement of RM1,000.
- You must be aged below 55.
Find out if you qualify
- Refer to your latest EPF statement.
- Write to EPF office for the latest balance.
- Check your account balance at www.kwsp.gov.my if you are an i-Account registered user.
The Guidelines
- Transfer your funds to an appointed unit trust fund company or Institusi Pengurus Dana (IPD) once you have determined the amount you want to invest.
Public Mutual's IPD number - 003
- You can make your second withdrawal 3 months after your first withdrawal, provided you are still eligible i.e. if your Account 1 balance still meets the criteria of the Scheme.
Channel your EPF funds wisely, whether you are a conservative, moderate or an aggressive investor.
The EPF Members Investment Scheme allows qualified members like you to diversify and invest part of your EPF funds in unit trusts.
With Public Mutual you can choose from a wide array of funds to invest in, one that suits your needs.
" Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing... those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it. " ~ Noel Whittaker Financial Author and Investment Advisor ~
EPF Members Investment Scheme
- Members are allowed to invest 20% of the amount in excess of RM50,000 in Account 1.
- Minimum investment RM1,000.
To Qualify
- You would need a minimum of RM55,000 in your Account 1 to meet the minimum investment requirement of RM1,000.
- You must be aged below 55.
Find out if you qualify
- Refer to your latest EPF statement.
- Write to EPF office for the latest balance.
- Check your account balance at www.kwsp.gov.my if you are an i-Account registered user.
The Guidelines
- Transfer your funds to an appointed unit trust fund company or Institusi Pengurus Dana (IPD) once you have determined the amount you want to invest.
Public Mutual's IPD number - 003
- You can make your second withdrawal 3 months after your first withdrawal, provided you are still eligible i.e. if your Account 1 balance still meets the criteria of the Scheme.
Why Public Mutual is the preferred choice?
Public Mutual is the No.1 unit trust company in Malaysia and currently manages 40 funds with total net asset value of RM18.3 billion.
A wholly-owned subsidiary of Public Bank, Public Mutual has a wealth of 26 years of experience in managing funds. Public Mutual is also the most awarded unit trust fund manager, receiving a total of 96 fund awards since 1999.
Example:
Assume investor A has RM55,000 in his EPF. Thus, the maximum amount to be transferred is calculated below.
RM55,000 (A) Account 1 Balance
RM50,000 (B) Deduct minimum balance requirement
RM 5,000 (C) Eligible Amount (A-B)
RM 1,000 Maximum Amount to be transferred (20% x C)
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