MFG magellan financial group limited

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MFG in the BUY zone, page-479

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lost

3,139 Posts.

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21/10/21

09:02

Post #: 56956853
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Originally posted by Sharkies63: ↑

Hi lost,

A couple thoughts, The portfolio return over a sample size of < less than a month is basically meaningless, extrapolating it out 12 months even more so. Of course looking the longer term returns and risk is useful. It will be interesting to watch your model and see how efficient the market and share prices are in moving in correlation to the monthly portfolios. (thanks for posting it)

Glancing at the portfolios and fees, I know which I would choose. GQG portfolio looks quite unique and interesting, suggesting some more out of the box thinking and an active approach. MFG are charging higher fees to pick a bunch of large cap, cookie cutter US names. It's hard to see MFG creating much if any Alpha after fees, going foward in the long term IMO.

As far as investing in the management companies themselves, Same again... I would pick GQG, it already has momentum and more likely to have better returns + gather more FUM. MFG has been held on a pedestal for a long time by Aus investors.

For me personally, I wouldn't invest in either. I would just buy PAC as a derivative to get access to GQG at a large discount. (which I see you have already done on a the PAC threads, nice work.)

Sharkies

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Hi Sharkies

100% agree about performance sample size, it is better to see performance over the year, which we did see last year and is on trend to happen again.

For the September quarter, MFG underperformed by a whopping 4%. They have at least closed the gap in underperformance for October so far.

Thanks for your response.

Best of Luck
Lost

MFG Price at posting: $35.56 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $8.49		Change 0.000(0.00%)		Mkt cap ! $1.461B

Open	High	Low	Value	Volume
$8.50	$8.67	$8.48	$3.088M	361.0K

Buyers (Bids)

No.	Vol.	Price($)
1	1950	$8.48

Sellers (Offers)

Price($)	Vol.	No.
$8.59	5048	2

View Market Depth

No.	Vol.	Price($)
1	1950	8.480
4	10603	8.300
1	1175	8.200
1	1124	8.150
1	1242	8.050

Price($)	Vol.	No.
8.590	5048	2
8.600	3116	4
8.610	1950	1
8.630	2950	2
8.650	3409	2

Last trade - 16.10pm 27/06/2025 (20 minute delay)

MFG (ASX) Chart

MFG in the BUY zone, page-479

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MFG in the BUY zone, page-479

Top Stories

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Featured News

Buyers (Bids)

Sellers (Offers)

Featured News