MFG 0.85% $9.52 magellan financial group limited

MFG in the BUY zone, page-993

  1. 12 Posts.
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    Unless something drastic changes in the last few days of trading, the January update for the Global fund is likely to disappoint - particularly given that the espoused 'downside protection' hasn't played out. I think Netflix has really hurt - as evidenced by MHHT where it has a much bigger slice.

    [VGS is my real-world proxy for MSCI All-World ex-Aust]

    Could this now test the existing Global Fund investors who have accepted poor relative returns (albeit with decent absolute returns)?

    https://hotcopper.com.au/data/attachments/4026/4026243-a85be4a225da1ed4aa476bb15175c47e.jpg
    Last edited by zudjian: 27/01/22
 
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