MFG 3.12% $9.94 magellan financial group limited

MFG in the BUY zone, page-474

  1. 2,871 Posts.
    lightbulb Created with Sketch. 1158
    Hi @Chella

    Was interested in checking MFG performance against peers so far this month, so built the below model based on top 10 shareholding and $100k each. It is not an exact science and each fund only represents $USD14B of FUM, but I think it shows what an Active Management strategy in portfolio management can do versus the buy and hold approach of MFG:
    https://hotcopper.com.au/data/attachments/3709/3709335-fdc7737ec34fee56efedc535e392952e.jpg

    There is a 2% margin, after fees there is a 2.4% differential in margin.

    What are your thoughts on comparison? Despite US markets doing well, MFG is being outperformed so far this month and investors money isn't increasing as quickly compared to peers.

    Best of Luck
    Lost

 
watchlist Created with Sketch. Add MFG (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.