Malaysia’s unit trust industry total net asset value rose 6.37% to 588.97 billion ringgit (US$144.72 billion) last year as all but one category posted gains, led by bond and money market funds.
The total, which includes unit trusts that are included in the private retirement scheme — a voluntary pension scheme — was up from 580.17 billion ringgit in 2024.
Net asset value of the unit trust scheme alone was 580.17 billion ringgit, and net asset value of the private retirement scheme was 8.8 billion ringgit.
The figures were published in the Federation of Investment Managers Malaysia’s 2025 annual report published on June 8.
“The achievement reflects continued investor confidence in professionally managed investment solutions and underscores the important role played by unit trust scheme and private retirement scheme consultants in supporting investors’ financial and retirement planning needs,” according to Mohd Ridzal Mohd Sheriff, chairman of FIMM.
Bond and money market funds within the unit trust scheme posted double-digit gains. Fixed income funds jumped 17.3% to 65.02 billion ringgit, and money market funds increased 15.1% to 76.56 billion ringgit.
Balanced/mixed funds, the biggest component, grew a more modest 4.7% to 295.99 billion ringgit. Equity funds, the second largest component, fell 2.4% to 116.82 billion ringgit.
The unit trust scheme mostly invests in domestic assets, which accounted for 70.2% of the scheme’s net asset value or 407.28 billion ringgit.
The balance 172.89 billion ringgit or 29.8% was invested abroad, including 70.35 billion ringgit in Asia Pacific, 64.96 billion in North America, and 35.9 billion ringgit in Europe.
