Magellan Financial Group Ltd (MFG) — Strategic Asset Allocation Index
Magellan Financial Group Ltd (MFG) has a Strategic Asset Allocation Index of 74.7% as of June 2025. Strategic assets (PP&E of AU$4.05 Million plus long-term investments of AU$745.61 Million) total AU$749.65 Million, measured against net assets of AU$1.00 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Magellan Financial Group Ltd Strategic Asset Allocation Index (2007–2025)
This chart shows how Magellan Financial Group Ltd's Strategic Asset Allocation Index has evolved across 19 annual periods from 2007 to 2025. As of June 2025, the index stands at 74.7%, representing strategic assets of AU$749.65 Million against net assets of AU$1.00 Billion AUD. Explore Magellan Financial Group Ltd (MFG) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Magellan Financial Group Ltd (2007–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Magellan Financial Group Ltd from 2007 to 2025, covering 19 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see MFG company net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 74.7% | AU$749.65 Million | AU$4.05 Million | AU$745.61 Million | AU$1.00 Billion | ▲ +18.6 pp |
| 2024 | 56.1% | AU$572.34 Million | AU$5.89 Million | AU$566.45 Million | AU$1.02 Billion | ▲ +21.8 pp |
| 2023 | 34.4% | AU$579.82 Million | AU$7.93 Million | AU$571.90 Million | AU$1.69 Billion | ▼ -4.5 pp |
| 2022 | 38.8% | AU$553.53 Million | AU$10.15 Million | AU$543.38 Million | AU$1.42 Billion | ▼ -5.3 pp |
| 2021 | 44.1% | AU$703.42 Million | AU$12.12 Million | AU$691.30 Million | AU$1.59 Billion | ▲ +4.7 pp |
| 2020 | 39.5% | AU$412.69 Million | AU$14.25 Million | AU$398.44 Million | AU$1.05 Billion | ▼ -7.1 pp |
| 2019 | 46.5% | AU$341.67 Million | AU$576.00K | AU$341.09 Million | AU$734.02 Million | ▲ +1.9 pp |
| 2018 | 44.7% | AU$277.16 Million | AU$624.00K | AU$276.54 Million | AU$620.43 Million | ▼ -14.7 pp |
| 2017 | 59.4% | AU$265.76 Million | AU$877.00K | AU$264.89 Million | AU$447.61 Million | ▲ +0.6 pp |
| 2016 | 58.8% | AU$208.85 Million | AU$914.00K | AU$207.94 Million | AU$355.37 Million | ▼ -3.8 pp |
| 2015 | 62.6% | AU$189.95 Million | AU$603.00K | AU$189.34 Million | AU$303.44 Million | ▲ +1.6 pp |
| 2014 | 61.0% | AU$125.94 Million | AU$386.00K | AU$125.56 Million | AU$206.59 Million | ▲ +60.7 pp |
| 2013 | 0.2% | AU$341.00K | AU$341.00K | AU$- | AU$153.04 Million | ▲ +0.0 pp |
| 2012 | 0.2% | AU$272.00K | AU$272.00K | AU$- | AU$147.22 Million | ▼ 0.0 pp |
| 2011 | 0.2% | AU$245.00K | AU$245.00K | AU$- | AU$125.83 Million | ▼ 0.0 pp |
| 2010 | 0.2% | AU$268.00K | AU$268.00K | AU$- | AU$111.13 Million | ▼ -0.1 pp |
| 2009 | 0.4% | AU$359.00K | AU$359.00K | AU$- | AU$101.71 Million | ▼ -0.1 pp |
| 2008 | 0.5% | AU$511.00K | AU$511.00K | AU$- | AU$101.87 Million | ▼ -0.1 pp |
| 2007 | 0.6% | AU$408.00K | AU$408.00K | AU$- | AU$69.45 Million | — |