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Future Generation Australia Limited

🇦🇺 ASX

NULL GLOBAL

NULL ACTIVE

NULL BETA

NULL IMPACT

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual capital growth

💰

5.78%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

16
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Future Generation Australia Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. Future Generation Australia Limited, formerly Future Generation Investment Company Limited, is engaged in investing in funds managed by various Australian equity fund managers. The company focuses on long-only, long/short and alternative investment strategies. Its investment objectives are to provide shareholders with a stream of fully franked dividends, achieve long-term capital growth and preserve shareholder capital. The company provides shareholders with diversified exposure to Australian equities. The firm invests its capital with fund managers that have agreed to provide their services for approximately 0.0% management fees and performance fees. The pro bono support of these fund managers allows the Company to donate over 1% of its average monthly net tangible assets each year to Australian charities with a focus on children and youth at risk. Its investment portfolio is comprised of over 18 fund managers with investments in 22 unlisted unit trusts.

📝 View Factsheet

📈 Performance

Price History

-43.81%

1M

10Y

Graph

Table

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

5.78%

💰 Annual Dividend Earnings Per $1,000 invested**

$57.78

💰 Most Recent Dividend Franked Percentage Estimate

100.00%

💰 Average Dividend Franked Percentage Estimate

100.00 %

💰 Dividend reinvestment

Learn more

* Based on the most recent dividend

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

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2025

$0.00

0.00%

2024

$0.00

0.00%

2023

$0.00

0.00%

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%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
Management Fee

Included in unit price, not charged by Pearler

💸

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

🤓 Advanced information

Technical Info

💰 Price*

$1.09

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in FGX

16

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in FGX

699 days
FGX investor breakdown
💵 Income of investors

More than 200k

150k - 200k

11%

100k - 150k

11%

50k - 100k

39%

Less than 50k

33%
👶 Age of investors

18 - 25

26 - 34

31%

35 - 90

63%
🙋 Legal gender of investors

Female

50%

Male

50%

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