FGX
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Future Generation Australia Limited

πŸ‡¦πŸ‡Ί ASX

πŸ’° HIGH DIVIDEND

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸƒ Esg

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 1.98%
Annual Growth

5 years average annual growth

πŸ’°

5.42%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

32
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Future Generation Australia Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales and currently employs 0 full-time employees. Future Generation Australia Limited is an Australia-based company, which gives investors the opportunity to gain unprecedented access to a group of prominent Australian fund managers in a single investment vehicle while supporting Australian not-for-profit organizations focused on children and youth at risk. The firm's investment objective is to provide shareholders with a stream of fully franked dividends, achieves long-term capital growth and preserves capital. The company provides shareholders with access to a diversified investment portfolio managed by Australian fund managers, while supporting its Australian social impact partners focused on children and youth at risk. Its investment portfolio is formed with a focus on providing shareholders with reduced volatility compared to the market, capital preservation during market downturns and achieve capital growth. The firm also invests in Australian and international securities, derivatives and cash or near-term cash securities.

πŸ“ View Factsheet

πŸ“ˆ Performance

Price History

+14.86%

1M

1Y

10Y

Graph

Table

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πŸ—“οΈ Investing frequency calculator

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πŸ’΅ Investing amount calculator

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

5.42%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$54.15

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of FGX, your last dividend payment(s) would have been:

$ 384.62

on Tue Oct 29 2024

$ 402.16

on Wed May 22 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2025

$0.00

0.00%

2024

$0.07

100.00%

2023

$0.07

100.00%

2022

$0.06

100.00%

2021

$0.06

100.00%

2020

$0.05

100.00%

2019

$0.05

100.00%

2018

$0.04

100.00%

2017

$0.04

100.00%

2016

$0.04

100.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸƒ Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
18

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

πŸ•ŠοΈ

Social Score
73

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

βš–οΈ

Governance Score
19

An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$1.27

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in FGX

32

πŸ“Š Total Capital Earnings

$192K

πŸ”ƒ Average investment frequency

36 weeks

πŸ’΅ Average investment amount

$1,641

⏰ Last time a customer invested in FGX

6 days
FGX investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

9%

100k - 150k

12%

50k - 100k

24%

Less than 50k

53%
πŸ‘Ά Age of investors

18 - 25

13%

26 - 34

13%

35 - 90

75%
πŸ™‹ Legal gender of investors

Female

50%

Male

50%

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πŸ‡¦πŸ‡Ί AUSTRALIA

πŸ’Έ FINANCIALS

🧱 MATERIALS

⛳️ DIVERSIFIED

Find Out More

Future Generation Global Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2015-09-10. Future Generation Global Limited is an Australia-based investment company. The principal activity of the Company is investing in global equity fund managers while also investing in organizations promoting wellbeing and preventing mental ill-health in young Australians. The Company’s primary investment objective is to provide shareholders with long-term capital growth, through diversified exposure to global equities. The firm invests its capital with fund managers who have agreed to provide their services for 0.0% management fees and 0.0% performance fees. The firm invests its capital with various fund managers, such as Cooper Investors, Yarra Capital Management, Munro Partners, Holowesko Partners, Antipodes Partners, Magellan Asset Management, Ellerston Capital, Caledonia, WCM Investment Management, Vinva Investment Management, and others. The firm invests in various sectors, including industrials, financials, utilities, consumer discretionary, consumer staples, and others.

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🌏 GLOBAL

⛳️ DIVERSIFIED

Washington H. Soul Pattinson & Co. Ltd. engages in the ownership of shares, coal mining, distribution and retail of pharmaceutical products; and manufacture of building products. The company is headquartered in Sydney, New South Wales. Its segments include Strategic Investments Portfolio, Large Caps Portfolio, Private Equity Portfolio, Credit Portfolio, Emerging Companies Portfolio and Property Portfolio. The Strategic Investments Portfolio segment includes significant investments in uncorrelated listed companies where it generally has board representation. Large Caps Portfolio segment is an actively managed, Australian listed equities portfolio. The Private Equity Portfolio segment includes long-term investments in unlisted companies to support their future growth. The Credit Portfolio segment includes investments in corporate loans, bonds, and structured instruments. The Emerging Companies Portfolio segment includes investments in attractive, early stage and high growth companies that are listed, about to undertake an Initial Public Offering (IPO) or are at a pre-IPO stage. Property Portfolio segment comprises direct property investments.

πŸ™Œ Performance (5Yr p.a)

11.79%

πŸ“Š Share price

$34.44 AUD

πŸ“ˆ HIGH PRICE GROWTH

πŸ’Έ FINANCIALS

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πŸ™Œ Performance (5Yr p.a)

17.83%

πŸ“Š Share price

$63.12 AUD

πŸ“ˆ HIGH PRICE GROWTH

πŸ‡ΊπŸ‡Έ UNITED STATES

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