Managed Account Holdings Limited (ASX:MGP) 2015 AGM presentation

MGP Rising Net Inflows
• Increasing annual flow volumes correlating with an increase in the number of Services in place for IFA firms, several that are industry award winning
• Record year in FY2015 for net inflows
• FY2015 net inflows represent a 142% increase on FY2014 net inflows
• Record Q1 FY2016 net inflows of $111m
• Net inflows driven by new Services going live
MGP: Increasing FUA
• Achieving $1.5bn milestone (now $1.67bn)
• 43% increase in FUA in FY2015
• 73% of FUA are SMSF clients and average MDA FUA size is ~$790k per client account (as at 30 June 2015)
• High FUA per adviser reflects better engagement and business model
For more details please watch the presentation…
About MGP: Established in 2004, is a leading specialist administrator of Managed Accounts in Australia. Significant time, effort and capital have been spent-to-date on developing the necessary infrastructure and business solutions to deliver a whole-of-portfolio solution.
As a licensed operator of Managed Discretionary Accounts (MDA) services, provides investment administration and associated services for IFAs, investment managers and dealer groups with both wholesale and retail client bases. offers clients a superior technology solution through a combination of in-house Australian-based software development and best-of-breed software from external vendors.
Over the years, our expertise and experience in building Private Label Services has enabled many adviser groups to deliver a superior Service for their own business and their clients.
With the financial planning community experiencing significant change, there are a number of market factors that are driving “switched on” groups towards a new and better solution, and specifically Managed Discretionary Accounts (MDAs) to underpin their business for the future.