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DATA & STATISTICS
Statistics for Fund Management Industry as at 31 December 2006

Industry Performance

The investment management industry in Malaysia continued to expand in 2006. As at 31 December 2006, total funds managed by licensed fund management companies in
Malaysia increased by 22.6% to RM164.42 billion as compared to 2005. Unit trust funds continued to be the main source of funds under management, reaching RM121.77 billion as at end-2006, compared to RM98.48 billion as at end-2005. Other types of funds under management included funds of charitable bodies, corporate bodies, EPF and EPF contributors, government bodies/agencies, individuals, insurance companies and private pension funds (Table 1).

The five largest fund management companies collectively remained as the major contributor to total funds under management. The trend indicates a further increase of 1.1% compared to end-2005 (Chart 1). The amount of funds invested onshore also increased from RM123.54 billion as at end-2005 to RM150.39 billion as at end-2006 (Chart 2). Fund management companies in Malaysia relied less on equities for their asset allocation strategies, with the allocation in equities falling from 66.2% in 2005 to 57.0% as at end-2006. Further investments in fixed income were also made in 2006, evidenced by the increase of asset allocation in the fixed income market (Chart 3).

Table 1
Funds Managed by Licensed Fund Management Companies – By Source

Source of Funds

Local (RM million)

Foreign (US$ million)

 

2006

2005

2006

2005
         

Charitable bodies

218.97

298.13

0.32

0.95

Corporate bodies

7,550.77

6,427.44

388.92

293.83

Employees Provident Fund

12,319.08

7,790.57

-

-

Government agencies/bodies

146.79

3,341.97

-

-

Individuals

1,880.12

1,498.70

29.66

24.57

Insurance companies

1,675.54

1,556.24

142.61

62.57

Private pension funds

1,155.67

955.53

0.15

0.65

Unit trust funds

121,773.16

98,484.89

297.51

377.57

Other funds

10,270.73

3,809.16

166.59

43.31

   

Total

156,990.84

124,162.65

1,025.77

803.45