EPF Relaxes Foreign UT Requirements

2017-04-12T11:44:43+08:00By |Government, Unit Trust|

EPF removing 30% foreign shareholding cap for EPF approved UT investments effective Aug 1, 2016.

EPF-logo-round

Current EPF Members Investment Scheme (MIS)

  • EPF members can opt to withdraw part of AC1 to invest in unit trust (UT) funds
  • Only UT with < 30% foreign exposure allowed
  • +5% allowance in excess of the 30% threshold is permitted if it is due to share market movements and/or redemption activities conducted by investors.
  • 333 UT funds (As of Apr 1, 2017)

 

New EPF Members Investment Scheme (MIS)

  • No other changes to EPF members withdrawal from AC1 requirements
  • Removal of foreign exposure clause
  • 47 new UT fund investment options
  • Increase to 380 UT funds

 

More Info

MyPF
Follow Us

MyPF

Admin at MyPF
Helping you to simplify and grow your Personal Finances.

Follow MyPF.my to get the latest Personal Finances updates and insights!
MyPF
Follow Us

Latest posts by MyPF

Leave a Reply