料週一宣佈 EPF有望派息逾6%

（吉隆坡8日訊）據悉，雇員公積金局（EPF）將在下週一（12日）舉辦記者會，屆時料將宣布2017年派息率。究竟會派息多少，市場分析員相信有望超過6%。公積金局去年的派息率為5.7%。

根據過去17年記錄，雇員公積金局的派息率平均都超過5%，2014年達到最高派息率6.7%。EPF首席執行員拿督沙裡爾上個月曾表示，公積金局有信心2017年派息可達到通膨加3.5%的目標，即可望超過6.5%。

他表示，公積金局投資政策為通膨加2%，而過去6年派息平均高出通膨3.5%，因而有信心2017年派息可達標。

[光明日报]

EPF下月宣布派息 料介於6.5%至7%

（吉隆坡23日訊）僱員公積金局總執行長拿督沙里爾里扎有信心，2017年的公積金派息率會繼續比通脹率高出3.5%；換言之，國內近1800萬名會員可望在農曆新年前獲派發至少6.5%的派息！

沙里爾里扎透露，公積金局將在2月宣布2017年派息率，當局向來擬定的目標是派發比通脹率高出2%的回酬率，但該局過去6年持續交出比通脹水平高出3.5%的表現。
馬股去年整體表現優于2016年，市場一般預期公積金局可取得更佳的投資回酬。假設去年通脹率介于國家銀行預測的3%至4%水平，這意味公積金局最新派息或更高，料介于6.5%至7%之間，也就是3%至4%再加碼3.5%。
當局在2016年的派息率為5.7%，派息總額達370億8000萬令吉。我國去年11月通脹率達3.4%，對比10月和9月，分別為3.7%和4.3%。
沙里爾稱，今年馬股有良好的開始，短期前景備受看好，但謹慎看待馬股可能出現調整。
“短期資本市場備受看好，由經濟、企業盈利等推動，唯謹慎看待中期表現，市場或有所調整。”
針對公積金局持有倫敦巴特西發展項目資產一事，沙里爾說：“作為長期投資者，我更趨向于長期持有資產，如同我們在大馬購買醫院、學校、辦公樓等資產並長期持有。”
他說，對長期投資者如公積金局和國民投資機構而言，具有最佳姿勢在數個循環中部署資金。至于發展商，相較長期持有資產會更傾向于專注短期發展盈利。
當被詢及公積金局是否收購巴特西工程50%股權時，沙里爾表示目前剛展開接洽，將取決于相關協議進展。

另外，公積金局已向美國申請主權地位，這有助當局攝取更多投資機會。屆時，當局可在基礎設施或房產投資有更多發揮。
“大馬政府和美國方面已針對我們的主權地位申請進行密切接洽，以便使我們在美國有更有效的投資。”


“投資是用會員的錢”
澄清未動用政府資金
僱員公積金局以低風險和長期投資為主，雖然科技初創公司成長趨勢備受看好，但當局未有作投資。
沙里爾說，科技初創公司在首發股前期、首發股時期已擺脫風險，屆時公積金局或有潛能加入投資。但他重申，國內好的初創公司，一般上都會獲得融資。
此外，沙里爾指僱員公積金局作為國內最大投資者，用的是國人（會員）的錢，而非政府的錢。當局在馬股上市首200家企業投資，所得回酬亦惠及所有會員。

LiangChai: 不要騙我！我的養老金靠你了~

公积金派息5.7%．较2015年6.4%低

公积金局发文告指出，该局2016年的总投资收益为465亿6000万令吉，创下该局1951年成立以来的最高纪录。

（雪兰莪．八打灵再也18日讯）公积金局今日宣布，2016年派息率为5.7%，总派息额为370亿8000万令吉

公积金局2015年的派息率是6.4%，2014年则是6.75%。

总投资收益创新高

公积金局发文告指出，该局2016年的总投资收益为465亿6000万令吉，创下该局1951年成立以来的最高纪录。

2014年的6.75%是近15年来最高派息率，尽管在2015年减至6.4%，也是15年来的第二高派息率。

另外，公积金局下周一将在吉隆坡总部举行媒体汇报会。

雇员公积金局派息率（2000-2016年）：
年份 派息率（%）
2000 6.00
2001 5.00
2002 4.25
2003 4.50
2004 4.75
2005 5.00
2006 5.15
2007 5.80
2008 4.50
2009 5.65
2010 5.80
2011 6.00
2012 6.15
2013 6.35
2014 6.75
2015 6.40
2016 5.70

EPF declares 5.7% dividend for 2016, total payout RM37.08bil

KUALA LUMPUR: The Employees Provident Fund (EPF) has declared a 5.7 per cent dividend for 2016, with a total payout of RM37.08bil.

Chairman Tan Sri Samsudin Osman said the EPF is pleased it has been able to consistently exceed its two strategic investment targets of at least 2.5 per cent nominal dividend on a yearly basis and at least 2.0 per cent real dividend on a rolling three-year basis.

In 2015, the EPF declared a 6.4 per cent dividend.

"As a retirement savings fund, the EPF always emphasises the sustainability of returns over the long term horizon as opposed to short-term gains.

"This is a commendable achievement in view of the much tougher market environment. For 2016, the rolling three-year real dividend was 3.83 per cent, 183 basis points above the target," he added, in a statement here Saturday.

During the year, the EPF faced a challenging investment climate due to unsettling events such as Brexit and the US Presidential elections.

In retrospect, the EPF was operating on the back of slower global growth while navigating between changes in the monetary policies in major economies, the slump in crude oil prices, weaker domestic currency, and large-scale outflow of capital from emerging market economies to developed economies and safe haven currencies, said Samsudin.

"As the majority of world markets declined at the beginning of the year, the EPF's performance was also affected. However, we ramped up our profit-taking activities in the second quarter (Q2 2016) onwards to ensure that we met our strategic targets," he added.

The dividend payout for 2016 is higher than the payout amount in 2014 even though the dividend rate declared then was higher at 6.75 per cent.

Samsudin said the payout amount required for one per cent dividend in 2016 was RM6.51bil, higher compared with RM5.43bil in 2014.

The payout amount required for every one per cent dividend rate has been growing at 9.5 per cent annually since 2001 in tandem with the growth of members' savings balance for the same period.

"It is worth mentioning that after the 2008 global financial crisis, the EPF distributed RM236.07bil in dividend to its members," Samsudin said.

The dividend payout was derived from total realised income after deducting the net impairment on financial assets, unrealised losses due to foreign exchange rate and derivative prices, investment expenses, operating expenditures, statutory charges as well as dividend on withdrawals.

Commenting on the economic climate in 2017, Samsudin said market volatility remains a concern as the real implications of Brexit and clear policy direction from the Trump-led administration have yet to unfold.

"Our diversification strategy has proved to serve us well throughout the years, especially during difficult times.

"Moving forward we will continue to increase our exposure to alternative investments, particularly in real estate and infrastructure, in line with our objective as a long-term investor to provide consistent returns for our members.

"This asset class also serves as a natural hedge against inflation," he said.

Beginning 2017, the EPF's performance results will be broken down by Conventional Savings and Syariah Savings for the quarterly and annual results announcement.

As at Dec 23, 2016, a total of 635,037 members had switched to Syariah Savings with RM59.03bil of the initial RM100bil fund allocation taken up.

Members can check their EPF account statement for the crediting of the 2016 dividend starting Feb 19, 2017, through i-Akaun via the myEPF website at www.kwsp.gov.my.

Alternatively, members can also obtain their statement at EPF kiosks or visit any EPF branches nationwide. - Bernama

公积金局宣布2015年派息率6.4％ 比2014年略降

（吉隆坡20日讯）公积金局宣佈，该局2015年的派息率为6.4％，比前一年的6.75％，稍微下降。

公积金局主席丹斯里三苏丁奥斯曼表示，在获得財政部的批准后，该局在2015年派息6.4％，派息总额为382.4亿令吉。

他指出，公积金局在2015年，每派1％的利息就需派出59.8亿令吉，比起2014年1％利息等于54.3亿令吉，高出10.13％。

他解释，这主要是因为公积金局的总资產稳健地成长，到2015年12月31日，该局的总资產已经达到6845.3亿令吉。

三苏丁今日傍晚发文告说，该局在2015年12月31日財政年的总收入达到442.3亿令吉，比前一年的总收入390.8亿令吉，增长了13.18％。

他说，虽然去年的经济极不稳定，但该局的多元投资策略，使得该局的投资还是取得可观的回报。

他表示，该局这次有超过48％的盈利，是来自非令吉的投资活动。

他指出，作为一个退休的储蓄基金，该局的投资策略，一向都是放在长期投资。「公积金局大部分投资都是放在低风险定期收入投资管道，因为这种投资將能长期提供稳定收入。」

他表示，这次派息6.4％，已经达到预期的目標。

「更重要的是，这是我们也成功达到2项投资策略，即至少2.5％的名益股息及至少2％的实质股息。」

三苏丁说，该局的营利，主要还是来自股票投资，达260.1亿令吉，佔58.81％，相比起2014年（229.1亿令吉），增加了13.54％。

他说，从大马政府债券取得的收入佔了35.4％，达442.3亿令吉。

他指出，房產及实业方面则贡献了17亿令吉，比前一年增加了22.23％。

他表示，海外投资虽然只佔了25％，但在2015年贡献的收入，却佔了48％或442.3亿令吉。

三苏丁表示，油价下跌料將为全球及国內经济带来不確定性，全球经济成长或將下滑並压缩获利空间，全球市场最近的量化宽鬆也会导致公积金局等长期投资者获利下滑。

2014年的公积金局派息达6.75%，也是2000年以来最高一次的派息率。

过去4年来公积金局的派息率皆超过6%，即2011年是6%、2012年6.15%、2013年6.35%及2014年6.75%。

[东方日报]

EPF宣佈派息率為6.4%

（吉隆坡20日訊）僱員公積金局（EPF）今日宣佈，2015年財政年的派息率為6.4%，比2014年的6.75%低。

2015年的派息總額為382億4千萬令吉。

公積金局今日發文告宣佈，財政部已批准該局的派息率，而在2015年，每1%派息需59億8千萬令吉，相比2014年的54億3千萬令吉，提高了10.13%，符合公積金局的投資資產增長。

文告指出，公積金局截至2015年12月31日的投資資產增長至6千845億3千萬令吉，2015財政年度的收入則為442億3千萬令吉，比起2014年的390億8千萬令吉上升13.18%。

公積金局主席丹斯里三蘇丁奧斯曼說，該局是通過在數個國家及市場上多樣化分配資產類別的策略取得上述收入。

僱員公積金局派息率（2000-2015年）
年份 —— 派息率（%）
2000 6.00
2001 5.00
2002 4.25
2003 4.50
2004 4.75
2005 5.00
2006 5.15
2007 5.80
2008 4.50
2009 5.65
2010 5.80
2011 6.00
2012 6.15
2013 6.35
2014 6.75
2015 6.40

（星洲網）

EPF to declare higher dividend?

KUALA LUMPUR: The Employees Provident Fund (EPF) is expected to sustain its high payout ratio by declaring a higher dividend payout for 2014 compared with 6.35% for 2013 and 6.15% for 2012, said a source.

The source said the dividend rate for 2014 is likely to range between 6.4% and 6.7%.

The dividend rate of 6.35% for 2013 was declared on the back of a record gross investment income of RM35 billion, a 12.8% rise from RM31.02 billion in 2012.

EPF chief executive officer Datuk Shahril Ridza Ridzuan said the pension fund will make an announcement on its dividend rate for 2014 next week.

“We will call for a briefing and make the announcement next week,” he told The Edge Financial Daily when met yesterday. 

However, he declined to give any indication of the performance of the fund for the last quarter of 2014 (4Q 2014).

The EPF delivered investment income of RM10.32 billion for the third quarter ended Sept 30, 2014 (3Q 2014), up RM205.58 million from RM10.11 billion in 3Q 2013. The 3Q14 performance was driven mainly by equity investments, with the asset class contributing 61% to the total quarterly investment income.

The EPF in November last year said it aimed to provide at least 2% of real returns to members over a three-year rolling period.

A higher dividend rate announcement for 2014 will come as a welcome surprise to many despite the lackluster performance of the FBM KLCI last year. In November, Shahril had also warned that both the domestic and global equity markets had started to show signs of greater volatility when announcing the fund’s 3Q 2014 investment results.

FBM KLCI fell 6.27% to reach 1,761.89 points in the second half of 2014 compared with the first half when the benchmark rose 1.61% to reach 1,882.76 points.

For the first half of 2014, the EPF posted a 30% total income growth to RM19.23 billion from RM14.77 billion a year ago. Its investment assets also grew by RM58.94 billion to RM612.41 billion in the six months ended June 30, 2014.

The source said expectation of a higher dividend declaration for 2014 by the EPF will come in tandem with the higher rates that were announced by Lembaga Tabung Haji (LTH) last month.

LTH announced a 2014 depositors bonus comprising 6.25% annual bonus and an additional 2% Haj Bonus (for pilgrims who have not perfomed their haj yet).

To recap, Shahril in November had said EPF’s equity portfolio continued to deliver strong performance for two consecutive quarters of 2014, but had noted that the FBM KLCI had hit below the 1,800-point  level in October. 

He had also noted that the International Monetary Fund had downgraded its 2015 outlook for global economic growth, which was reflective of the more difficult conditions surrounding markets in 4Q 2014.

The EPF has 14 million members.

This article first appeared in The Edge Financial Daily, on February 5, 2015.

[http://www.theedgemarkets.com/my/article/epf-declare-higher-dividend]

10年來最高‧公積金派息6%

（雪蘭莪‧八打靈再也19日訊）僱員公積金局今日宣佈派息6%，是過去10年來最高的一次，比2010年的5.8%高出0.2%。

派息額逾244億

該局主席丹斯里三蘇丁在公佈2011年財政年利息時說，在獲得財政部批准後，該局宣佈派息6%；2011年的派息款額高達244億7千萬令吉，創下歷年最高紀錄，較2010年的216億1千萬令吉，增加了13.23%。

“公積金局會員可從明天起，到公積金局柜台、公積金局處理機（EPF Kiosk）、或透過電子戶口檢查。”

投資額達272億

他表示，2011年，公積金局在面對各種嚴峻的投資環境下，依然取得良好成績，創下自2001年以來最佳表現，進一步肯定該局投資團隊長期謹慎的投資策略，以及持續性的努力奏效。

“2011年的投資總額達到歷年最高，即272億4千萬令吉，相比2010年總投資額提高了13.18%；因此，在扣除財務資產淨減值虧損補貼、投資支出、業務、法定等費用後，即達致上述派息率。”

歸功於股票投資收益

他指出，除了在固定收益投資組合取得穩定回酬外，基金投資整體表現，則歸功於在國內外股票市場投資取得的收益。

“2008年後金融危機時期展現出的強穩表現，證明公積金局的謹慎投資，雖然無法保障在全球經濟與市場動蕩時，能否繼續維持這樣的成果，但我們承諾在面對通貨膨脹下，會妥善看顧並為會員退休存款增值。”

（星洲日報）

[星洲日報]

EPF declares 10-year high dividend of 6% for 2011

PETALING JAYA The Employees Provident Fund (EPF) Board has declared a dividend rate of 6%, the highest in the last 10 years, for the financial year ending Dec 31 2011.

In a statement on Sunday, EPF said the rate, an increase of 20 basis points over the 5.80% paid out in 2010, translates to a total of RM24.47bil being distributed to its members.

"The year 2011 marks another commendable achievement for the EPF.

"Despite the challenging investment landscape, it was the strongest performance since the year 2001 that affirms our long term and prudent investment strategy combined with continuous efforts by our investment team," said EPF chairman Tan Sri Samsudin Osman.

The dividend payout of the RM24.47bil was derived after deducting net impairment allowance on financial assets, investment expenses, operating expenditures, statutory charges and dividend on withdrawals, representing an increase of 13.23 per cent compared to RM21.61bil recorded in 2010.

EPF also posted a gross investment income of RM27.24 billion, up 13.18% from 2010.

**LiangChai: EPF KWPS 终于宣布了2011利息是6%, 比预期的还早哦...
click link below to check
Check EPF History Rate

[thestar]

KWSP EPF Dividend Rates History 公积金派息率纪录表

Here the history list of EPF dividend calculation since 1952

**LiangChai:Before End of February 2012, EPF going to declare dividend for year 2011.
从过去10年的派息率来看，都是大约在5%和6%之间. 2011 年会是多少呢???二月尾，大家持目以待！