Magellan Financial Group Ltd Strategic Asset Allocation Index
Magellan Financial Group Ltd 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. See Magellan Financial Group Ltd balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Magellan Financial Group Ltd (2007–2025)
Strategic asset allocation index of Magellan Financial Group Ltd from 2007 to 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. Check Magellan Financial Group Ltd tangible equity quality to evaluate the tangible quality of the company's equity base.
Magellan Financial Group Ltd Strategic Asset Allocation Index by Year (2007–2025)
Magellan Financial Group Ltd strategic asset allocation index by year from 2007 to 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 live market cap and overall valuation, see Magellan Financial Group Ltd market cap and 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 | — |