KGF mandate allows it to invest anywhere in the entire KLSE. They are bottom up stock pickers, running what they call a bar-bell strategy. 50% growth stocks 50% dividend yield stocks.

If you like Ms. Lee's style you should look into KAPTRF and the new KATRF.

LoL ... previous post I mentioned I'm an IC at a competitor.     

just checked....
i had credit points earned...BUT not thru CIMB transactions....
i bought into Ponzi 2.0 last week using cash IBG...FSM charge me 1%sc.
i think credits points to be used must be earned from that FH to be eligible....
unless i am just kena conned another 1% 

switch all to KGF ? why not to Ponzi 1.0?

- While “undervalued” blue chips might find support with the additional liquidity from institutional players, there is not much upside potential within the big cap space. The KLCI Index, representing the large cap space in Malaysia, is currently trading at a slight premium level (16.4X) as compared to our fair estimate of 16.0X, signifying an annualised expected return of 14.2% based on end-2017 earnings.

- Investors might consider underweighting index-tracking passively managed funds as their performance tends to track closely the performance of large cap stocks, while opting for actively managed fund where fund managers will be able to generate alpha through their superior stock picking skills.

- Given the muted return expectations for the large cap space, investors can consider the small to medium cap spectrum as well. As of 17 December 2015, the FBM Small Cap Index traded at 12.5X, relatively lower as compared to the KLCI Index’s 16.4X. As small cap stocks are known to be more volatile than their large cap counterparts, investors should consider including small cap equity funds in their supplementary portfolios, confining their allocation in these funds to no more than 10% weightage of their entire portfolios.

For those with titanium balls, you can always short circuit the system and earn huge credit points during the next FSM fair.

Only for the fool hardy with loads of cash to spare. 

So you guys are paying :
1. 2% sales charge, for all equity funds ? 1% on fixed income ?
2. 2% switching if you're moving to equity funds in different fund houses ?
3. 2% switching if moving from fixed income to equity funds ?

The key word....use spare cash. 

Second key word....buy low risk balanced funds and not high risk equity funds. 

It's ok bro. You are not the first forumer who told me this. Still not too late to know the info for future selling. 

Thanks. Just had a look at the pricing structure on FSM website.

So what you've described here, if I'm not mistaken

1. Buy equity funds => pay sales charge
2. Switch to fixed income => get  credit points
3. Sell fixed income funds

Assuming you've bought and sold at exactly the same price, you've technically converted sales charges to credit points. How much are the credit points worth that you would deem it as a profit?

Does making massive switches of entire positions out perform a stable portfolio, with only minimal switching to rebalance? It sounds like the switching cost would be a massive drag on performance.

My RM0.02 

A small price to pay. I have saved thousands of ringgit in sales fees using this method. I am sure you do know that I have a tendency to overtrade my unit trusts. 

Of course. Without a doubt I think I would have earned more with less switching. Classic mistake of impatience and rear view mirror investing by looking at past performance.

Hi all,

I bought CIMB-Principal PRS Plus Asia Pacific Ex Japan Equity - Class C via FSM on 16 Dec before 3pm, but until now the status is still pending. Any idea?

For once my sifu is following my strategy.... 

Really superb ninja trick! 
Must start applying it... but okla, I've not sold many funds in the past... so limited 'losses' anyway

My 2 sen...
Since both AHAP and Ponzi 2.0 target Asiapac, you may want to buy Tits now.

This coming from  someone who went long on Alladdin fund... wa ke ke   

Jingle bell; jingle bell; jingle all the way!

Xuzen