📈 EPF Assets Surge 13.6% to Rs. 5 Trillion in 2025

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The Employees’ Provident Fund (EPF) maintained its status as the nation's largest retirement fund, accounting for 80.5% of the superannuation sector assets. • Overall Growth Total Net Worth: Rs. 4.97 Tn (Up 13.6% YoY) Absolute Asset Increase: ~Rs. 600 Bn Member Interest Rate: 10.75% (Proposed by CBSL) • Contributions & Refunds Total Contributions: Rs. 270.8 Bn (+15.6%) Refunds Paid: Rs. 176.0 Bn (-6.4%) Net Member Contributions: Rs. 94.8 Bn (Up from Rs. 46.3 Bn in 2024) • Investment Performance Total Investment Income: Rs. 552.7 Bn (+7.6%) Interest Income: Rs. 506.9 Bn (+11.4%) Drivers: Strong performance in the Colombo Stock Exchange (CSE) leading to fair value gains and dividends. • Strategic Shifts Diversification: Increased exposure to corporate debentures and ESG-linked Bonds. Equity Management: Selective divestments and participation in growth segments to balance long-term risk. Efficiency: Operating expenses-to-gross income ratio remained lean at 0.6%. _Source: CBSL Annual Economic Review 2025 (Provisional)_

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