{"id":625479,"date":"2026-09-15T15:52:43","date_gmt":"2026-09-15T15:52:43","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/625479\/"},"modified":"2026-09-15T15:52:43","modified_gmt":"2026-09-15T15:52:43","slug":"epf-jumps-to-11th-in-global-pension-rankings-as-investment-income-surges-48","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/625479\/","title":{"rendered":"EPF Jumps To 11th In Global Pension Rankings As Investment Income Surges 48%"},"content":{"rendered":"

Subscribe to our FREE\u00a0Newsletter<\/a>,\u00a0or\u00a0Telegram<\/a>\u00a0and\u00a0WhatsApp<\/a>\u00a0channels for the latest stories and updates.<\/p>\n

Malaysia\u2019s Employees Provident Fund (EPF) has climbed to 11th place<\/a> among the world\u2019s top 300 pension funds.<\/p>\n

The ranking comes from the Global Top 300 Pension Funds report, published by the Thinking Ahead Institute on 7 September in association with Pensions & Investments.<\/p>\n

EPF placed 11th among both the world\u2019s top pension funds and top sovereign pension funds, with total assets under management (AUM) of USD347,037 million \u2013 about RM1.4 trillion.<\/p>\n

EPF\u2019s AUM has climbed steadily over the years, reaching RM1.53 trillion as of June 2026.<\/p>\n

Here\u2019s the year-by-year breakdown:<\/p>\n

June 2026: RM1.53 trillion (+8.97%)<\/p>\n

2025: RM1.404 trillion (+12.32%)<\/p>\n

2024: RM1.25 trillion (+9.65%)<\/p>\n

2023: RM1.14 trillion (+14%)<\/p>\n

2022: RM1 trillion (-0.99%)<\/p>\n

2021: RM1.01 trillion (+1.2%)<\/p>\n

The dip between 2021 and 2022 was largely due to RM145 billion in withdrawals under four Covid-19-era schemes \u2013 i-Lestari, i-Sinar, i-Citra, and the special withdrawal scheme (Pengeluaran Khas).<\/p>\n

What\u2019s Been Driving Recent Growth<\/p>\n

EPF\u2019s second-quarter 2026 results<\/a>, released on 17 August, offer a closer look at what\u2019s behind the climb.<\/p>\n

Investment income for 2Q 2026 came in at RM29.77 billion, up 44% from RM20.61 billion a year earlier.<\/p>\n

That brought total investment income for the first half of 2026 to RM57.5 billion, up 48% from RM38.92 billion in the same period last year.<\/p>\n

Equities accounted for the bulk of gains, contributing RM20.94 billion \u2013 70% of the quarter\u2019s investment income \u2013 up 52% from RM13.77 billion a year earlier.<\/p>\n

Fixed income added RM6.91 billion, real estate and infrastructure RM1.30 billion, and money market instruments RM620 million.<\/p>\n

EPF chief executive officer Ahmad Zulqarnain Onn said the fund had capitalised on strong global equity markets while maintaining a disciplined, long-term investment approach.<\/p>\n

He cautioned that members should temper expectations, as the favourable market conditions seen in the first half of the year may not be repeated in the second half.<\/p>\n

EPF\u2019s total investment assets stood at RM1.54 trillion as of end-June, with 39% invested globally.<\/p>\n

Membership also grew<\/a>, with 441,850 new members added in the first half of 2026, bringing total membership to 18.5 million. Total contributions for the quarter rose 8.5% year-on-year to RM33.87 billion.<\/p>\n

Dividend Track Record<\/p>\n

EPF\u2019s conventional savings dividend averaged around 5.88% over the past five years.<\/p>\n

2025: 6.15%
2024: 6.30%
2023: 5.50%
2022: 5.35%
2021: 6.10%<\/p>\n

The report found that AUM among the top 20 funds grew 14.7% in 2025, compared to 13.4% for the top 300 funds overall.<\/p>\n

The top 20 pension funds recorded a compound annual growth rate (CAGR) of 5.5% over the past five years, against 5% for the top 300.<\/p>\n

The United States accounted for 38.9% of the top 300 funds by count, followed by Japan at 9.5% and Norway at 7.9%.<\/p>\n

Retirement Fund Incorporated (KWAP), which manages retirement savings for Malaysia\u2019s public-sector employees, was the only other Malaysian fund on the list, ranking 136th with an AUM of USD48.95 billion \u2013 about RM198 billion.<\/p>\n

READ MORE: How Much Money Do You REALLY Need to Retire in Malaysia?<\/a><\/p>\n

READ MORE: Want Your Kid To Retire Rich? Start Their EPF Account At 14<\/a><\/p>\n

Share your thoughts with us via TRP\u2019s\u00a0Facebook<\/a>,\u00a0X<\/a>,\u00a0Instagram<\/a>, or\u00a0Threads<\/a>.<\/p>\n

\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t