Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Magellan (ASX:MFG) shares price sinks 28% after losing its biggest client

The Magellan Financial Group Ltd (ASX: MFG) share price is down 28% after it announced its biggest client had terminated its mandate.

The Magellan Financial Group Ltd (ASX: MFG) share price is down 28% after confirming St James’s Place (SJP) had terminated its mandate with the company.

Today’s news comes on the back of Magellan entering a trading halt on Friday afternoon pending further information regarding the termination of a material contract.

Magellan (ASX:MFG) share price set to sink as major client pulls funds

The first domino falls

In what was a somewhat anti-climatic announcement – since it was speculated SJP would pull its funds on Friday – Magellan issued a concise statement outlining it had lost its biggest client.

The withdrawal represents 12% of Magellan’s current annual revenues.

For its FY22 result, this will represent a 6% reduction but will not materially impact the half-year results ending this month.

“Magellan would like to thank SJP for its partnership and support over many years”

Magellan has been facing increasing pressure from the market for its lack of performance and relatively high fee structure.

The flagship global fund has underperformed 14.6% over the past 1-year and is now below its benchmark over three, five, and seven-year periods.

The business also announced the sudden departure of its Chief Executive last week, in addition to its Chief Investment Officer releasing a statement it was in the process of a divorce.

What next for the Magellan share price?

Given the lack of information, it’s somewhat surprising Magellan waited a whole weekend to provide just a two-paragraph response.

One could be forgiven for thinking the market has overreacted to the announcement. Magellan has lost 28% of its market value given SJP only accounts for 6% of revenue.

But it will be the risk of snowball effect that has the market rushing for the exit door.

If the biggest client is redeeming funds, why should we stay? 

Even if institutional clients remain, they will likely be banging on the door for a fee cut.

Additionally, it will now be near impossible for financial advisors to recommend Magellan funds and meet their best interest obligations.

All this bodes negatively for the Magellan share price, at least in the near term.

There are reasons to be positive about Magellan.

Here’s why I’m bullish on the Magellan (ASX:MFG) share price

But while it’s fighting to retain its funds under management, I’m steering clear for now.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.
Skip to content