Why Move EPF Money into Unit Trust?

RM1.13T
EPF Total AUM 2024
5.5-6.3%
EPF Dividend (10Y range)
52
EPF-Approved Funds
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Qualified After Filter

EPF gives consistent 5-6% annually. But your Account 1 excess can do more — especially when markets drop.

My Filter Process

52 EPF-approved funds on RHB platform → Removed income/bond/money market funds → Removed funds that historically can't beat EPF → Shortlisted only funds with 50%+ backtest win rate

The Double Advantage

You don't just invest — you invest with a built-in safety buffer.

+1.5%
EPF dividend earned in first 3 months
(before you even withdraw)
+
-15~20%
Fund dropped from peak
(you're buying at discount)
Combined Advantage: You buy 15-20% cheaper with money that already earned 1.5%

Even If You Buy the Same Thing as EPF...

EPF invests in equities, bonds, property. If you buy similar funds through i-Invest at a 15-20% discount (because market dropped), and the fund only recovers to match EPF's 6% return — you still win because you bought cheap.

The math: EPF buffer (+1.5%) + Buy discount (+15%) = Net advantage of ~16.5% over leaving money in EPF

Fund Selection — Backed by Data

Every fund below has been backtested against actual EPF dividends. The charts show exactly where each fund peaked, where it is now, and how much it has dropped.

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At Entry Level NOW
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Approaching Entry
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On Watchlist

Your EPF i-Invest Plan

Summary & Next Steps

Select funds and run the calculator above to see your personalized summary.

Source: NAV prices from The Star via intelligence.db. EPF dividend rates from official annual reports. Backtest: RM1,000/month normalized DCA. Entry thresholds and exit targets auto-calculated per fund. Past performance is not indicative of future results.