Hi All
In the space of a couple of days Magellan's Global Equity portfolio has fallen an additional 2.7% (model portfolio with top ten holdings adjusted only until Magellan disclose full holdings). Major contributor to the increasing losses is Netflix falling almost 20% more with earnings announcement and Amazon has fallen an extra 10% in two days too. Here is the table:
On a positive note, downside fall in FUM based on next years earnings and holdings reverting to the mean have fallen to under 20% (based on this years earnings has decreased from 29% fall to 26%). In a scenario of increasing interest rates through this year and the Magellan Global Equity holdings reverting back to historical PE Ratio averages, means that Magellan FUM will only fall by 19.31%. This was 23% last week, here is the revised table:
Best of Luck
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- Ann: Funds Under Management - December 2021
MFG
magellan financial group limited
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2.68%
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$10.53

Ann: Funds Under Management - December 2021, page-156
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Last
$10.53 |
Change
-0.290(2.68%) |
Mkt cap ! $1.810B |
Open | High | Low | Value | Volume |
$10.77 | $10.77 | $10.44 | $5.896M | 558.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 950 | $10.46 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$10.54 | 1468 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 950 | 10.460 |
3 | 4909 | 10.450 |
1 | 2210 | 10.430 |
1 | 2000 | 10.420 |
2 | 2064 | 10.410 |
Price($) | Vol. | No. |
---|---|---|
10.540 | 1468 | 2 |
10.560 | 900 | 1 |
10.670 | 915 | 1 |
10.700 | 1410 | 2 |
10.800 | 178 | 1 |
Last trade - 16.10pm 08/08/2025 (20 minute delay) ? |
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MFG (ASX) Chart |