Future Generation Australia Limited (ASX: FGX) — Perfil da empresa, notícias e dados financeiros
Future Generation Investment Company invests in global fund managers while supporting mental health initiatives for youth.
Future Generation Australia Limited
Future Generation Australia Limited is an Australian investment company that operates a fund-of-funds investment vehicle providing retail and institutional investors with exposure to domestic equity fund managers. The company constructs a portfolio of long-only and long-short equity strategies managed by third-party fund managers who provide their investment management services on a pro bono basis. In lieu of paying management and performance fees, the company donates one percent of its net asset value each year to Australian non-profit organisations supporting children and youth at risk. The operational model aims to provide shareholders with capital growth and fully franked dividends while creating continuous funding for charitable social impact initiatives across Australia.
Resumo
Operações
Produtos e/ou serviços de Future Generation Australia Limited
- Australian Equity Investment: Allocating capital across third-party Australian fund managers focused on long-only and long-short domestic equity strategies. The investment framework targets long-term capital growth and risk-adjusted returns through diversified exposure to Australian listed securities and professional investment managers.
- Philanthropic Social Impact: Directing one percent of net asset value annually to designated Australian non-profit partners supporting youth facing adversity and mental health challenges. The social impact program channels recurring financial support to community organisations without charging management fees.
- Pro Bono Asset Management: Engaging partner fund managers and service providers who waive standard management fees and performance fees entirely. The operational structure eliminates traditional fee drag, maximizing capital allocated toward investment performance and charitable donations for social impact.
- Shareholder Dividend Distribution: Operating a dividend management framework that distributes regular fully franked dividends to retail and institutional investors. Capital distribution streams are supported by investment returns, franking credits, and profit reserves maintained within the corporate balance sheet.
- Capital Allocation and Portfolio Construction: Constructing a diversified fund-of-funds portfolio comprising large-cap, mid-cap, and small-cap Australian equity strategies. Portfolio allocation decisions are overseen by an independent investment committee to balance return objectives, liquidity constraints, and risk management guidelines.
- Shareholder Communications and Market Insights: Providing investors with regular investment updates, net asset value disclosures, quarterly webinars, and market insights. The communication framework keeps retail shareholders informed regarding portfolio performance, manager allocations, and philanthropic partner outcomes across Australia.
equipe executiva do Future Generation Australia Limited
- Caroline GurneyChief Executive Officer
- Geoffrey James WilsonFounder & Director
- Mark Andrew Licciardo B BusJoint Company Secretary
- Raphael H. ArndtExecutive Officer of Infrastructure - Hasting Funds Management Limited
- John CoombeInvestment Committee
Histórico de dividendos
Dividendos por ação pagos pela Future Generation Australia Limited, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2026(até o momento) | — | A$0.0380 | — | A$0.0740 |
| FY2025 | A$0.0350 | A$0.0360 | — | A$0.0950 |
| FY2024 | A$0.0335 | A$0.0350 | — | A$0.0685 |
| FY2023 | A$0.0325 | A$0.0335 | — | A$0.0660 |
| FY2022 | A$0.0300 | A$0.0325 | — | A$0.0625 |
Principais indicadores financeiros
Resultados divulgados pela Future Generation Australia Limited, em AUD.
- Cap. de mercado
- 556 mi
- Receita (TTM)
- 32,7 mi
- P/L
- 19.3
- LPA (diluído, TTM)
- 0.1
- Dividend yield
- 5.5%
- Margem de lucro
- 82.9%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 78,2 mi | 77,2 mi | 52,9 mi | |
| 63,1 mi | 62,6 mi | 47,9 mi | |
| 59,4 mi | 59 mi | 45,8 mi | |
| -62,3 mi | -68,5 mi | -43,9 mi |