Hong Leong Asset Management Bhd is an authorized Unit Trust Management Company to offer the Approved Unit Trust Fund by EPF.
Approved Unit Trust Funds by EPF
| Fund Name | Fund Category | Fund Type | Geographical Location | Launch Date |
|---|---|---|---|---|
| Hong Leong Value Fund | Equity | Growth | Malaysia | 26-04-1999 |
| Hong Leong Dividend Fund | Equity | Income | Malaysia | 06-01-2005 |
| Hong Leong Asia-Pacific Dividend Fund | Equity | Growth & Income | Asia-Pacific ex Japan | 28-02-2006 |
| Hong Leong Balanced Fund | Balanced | Growth & Income | Malaysia | 29-04-2002 |
| Hong Leong Dana Makmur | Equity (Islamic) | Growth | Malaysia | 12-11-2001 |
| Hong Leong Dana Maa’rof | Balanced (Islamic) | Growth & Income | Malaysia | 25-03-2003 |
How much can I invest?
EPF Members can invest not more than 30% of savings in excess of Basic Savings in Akaun Persaraan in the Approved Unit Trust Fund by EPF subject to a minimum withdrawal amount of RM 1,000.00
What is Basic Savings?
It is a pre-determined savings amount in your Akaun Persaraan according to your age to enable you to achieve a minimum savings amount of RM240,000 when you are 55 years old.
A member needs to have a basic savings amount at the predetermined age levels. Amount in excess of basic savings can be invested in Approved Unit Trust Fund by EPF.
What are the required Basic Savings in Akaun Persaraan?
It is the minimum level of savings you should have in your EPF Akaun Persaraan. The minimum level increases with your age. If your EPF Akaun Persaraan balance is below your Basic Savings, you cannot invest in the Approved Unit Trust Fund by EPF.
| Age | Basic Savings 2026 (RM) | Basic Savings 2027 (RM) | Basic Savings 2028 (RM) | Basic Savings 2029 (RM) | Basic Savings 2030 (RM) |
|---|---|---|---|---|---|
| 18 | 900 | 1,000 | 1,100 | 1,300 | 1,400 |
| 19 | 1,100 | 1,300 | 1,400 | 1,500 | 1,700 |
| 20 | 1,500 | 1,600 | 1,800 | 2,000 | 2,200 |
| 21 | 1,900 | 2,100 | 2,300 | 2,600 | 2,800 |
| 22 | 4,000 | 4,400 | 4,900 | 5,300 | 5,800 |
| 23 | 6,200 | 6,900 | 7,600 | 8,300 | 9,000 |
| 24 | 8,500 | 9,500 | 10,400 | 11,400 | 12,300 |
| 25 | 11,000 | 12,300 | 13,500 | 14,700 | 15,900 |
| 26 | 13,700 | 15,300 | 16,700 | 18,200 | 19,800 |
| 27 | 16,600 | 18,400 | 20,200 | 22,000 | 23,900 |
| 28 | 19,600 | 21,800 | 24,000 | 26,100 | 28,300 |
| 29 | 22,900 | 25,400 | 28,000 | 30,400 | 33,000 |
| 30 | 26,300 | 29,300 | 32,200 | 35,100 | 38,000 |
| 31 | 30,000 | 33,400 | 36,800 | 40,000 | 43,400 |
| 32 | 33,900 | 37,700 | 41,500 | 45,200 | 49,100 |
| 33 | 38,100 | 42,400 | 46,600 | 50,700 | 55,100 |
| 34 | 42,400 | 47,200 | 52,000 | 56,600 | 61,400 |
| 35 | 47,000 | 52,400 | 57,700 | 62,800 | 68,100 |
| 36 | 51,900 | 57,800 | 63,700 | 69,300 | 75,100 |
| 37 | 57,000 | 63,500 | 70,000 | 76,100 | 82,600 |
| 38 | 62,400 | 69,500 | 76,600 | 83,300 | 90,400 |
| 39 | 68,100 | 75,800 | 83,500 | 90,800 | 98,600 |
| 40 | 74,000 | 82,400 | 90,800 | 98,800 | 107,000 |
| 41 | 80,200 | 89,400 | 98,400 | 107,000 | 116,000 |
| 42 | 86,700 | 96,600 | 106,000 | 115,000 | 125,000 |
| 43 | 93,600 | 104,000 | 114,000 | 124,000 | 135,000 |
| 44 | 100,000 | 112,000 | 123,000 | 134,000 | 145,000 |
| 45 | 108,000 | 120,000 | 132,000 | 144,000 | 156,000 |
| 46 | 115,000 | 129,000 | 142,000 | 154,000 | 167,000 |
| 47 | 124,000 | 138,000 | 152,000 | 165,000 | 179,000 |
| 48 | 132,000 | 147,000 | 162,000 | 176,000 | 191,000 |
| 49 | 141,000 | 157,000 | 173,000 | 188,000 | 204,000 |
| 50 | 150,000 | 167,000 | 184,000 | 201,000 | 217,000 |
| 51 | 160,000 | 178,000 | 196,000 | 214,000 | 231,000 |
| 52 | 170,000 | 189,000 | 209,000 | 227,000 | 246,000 |
| 53 | 181,000 | 201,000 | 222,000 | 241,000 | 261,000 |
| 54 | 192,000 | 213,000 | 235,000 | 256,000 | 277,000 |
| 55 | 203,000 | 226,000 | 250,000 | 271,000 | 294,000 |
How often can I Invest?
You can invest once every 3 months from the date of the last disbursement, subject to the availability of the Basic Savings required in Akaun Persaraan.
^ The list of Funds under the EPF-MIS is subject to an annual evaluation that is conducted by Employees Provident Fund together with Federation of Investment Management Malaysia based on criteria that is approved by the Ministry of Finance. Unitholders may contact HLAM for the most updated list.