• 8 months ago
The Employees Provident Fund (EPF) on Sunday (March 3) declared a dividend rate of 5.5% for Conventional Savings for 2023, with the total payout amounting to RM50.3bil.

Meanwhile, the dividend rate for syariah savings was 5.4% with the payout totaling to RM7.5bil.

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Transcript
00:00 We want to be both employers and employees in terms of running programs and encouraging people to save.
00:10 So I just summarized the investment performance.
00:13 Strong asset growth, 1.136 trillion at the end of December.
00:19 Good investment income, gross investment income, 67.4 billion.
00:25 ROI maintained above 6% at 6.36 and it is stable in a one year, three year and five year basis.
00:34 It's the highest dividend payout in history at 57.8 billion.
00:41 And we pay out everything. Everything that we generate, we distribute to members.
00:46 That is the principle of EPF.
00:50 So the dividend is 5.5% for Simpandan Conventional against 5.35% last year.
01:02 And for Simpandan Syariah, it's 5.4% against 4.75% last year.
01:11 So this meets all of our investment objectives in terms of 50 basis points above MGS.
01:18 We generated 118 basis points above MGS.
01:22 2% over inflation. We generated 2.89% over inflation.
01:28 And similarly, same story for Syariah.
01:32 [inaudible]
01:53 They converged because in particular,
01:58 and if you look at financial markets, stock markets, equity markets in particular,
02:03 and in particular in the US, a lot of the performance was driven by what's called the Magnificent Seven,
02:10 which are the largest, the seven tech companies,
02:15 including of course the stellar, which is NVIDIA, driven by generative AI.
02:22 A large number of technology companies are Syariah compliant.
02:26 So therefore, because these were in the Syariah portfolio,
02:31 we saw that increase in returns in the Syariah portfolio.
02:36 It doesn't mean that there's going to be full convergence.
02:41 It doesn't mean that it will be the same.
02:44 Depending on year, one is inevitably going to be higher than the other.
02:49 But we do try to manage it such that we are getting the returns and meeting our return objectives.
02:56 Again, return objectives is 2% over inflation, minimum 2.5%, and 50 bps over MGS.
03:04 So that is our objective.
03:07 Going back to market expectations, market will continue to expect based on what they can compute.
03:14 If you look at our quarterly results, it's actually quite predictable.
03:17 If you go back to Q1, Q2, and then you aggregate Q3,
03:21 Q4 is not far off from what was disclosed.
03:27 The portfolio is also constructed so that there is that stability of income year on year.
03:35 To some extent, quarter on quarter, although that's going to be a bit more volatile,
03:40 but it's actually not far from what we have disclosed in Q3.
03:44 Members of the media may take this moment to take a photography session.
03:49 [BLANK_AUDIO]

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