FGX

 FGX

Future generation Australia

https://futuregeninvest.com.au/lic/future-generation-australia/

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Future Generation Australia Limited (ASX: FGX) is a listed investment company (LIC) that provides exposure to a diversified portfolio of prominent Australian fund managers while supporting Australian children and youth at risk. [1, 2, 3]

Key Overview & Trading Stats

Share Price: ~$1.295 AUD (as of late September 2026)
Pre-Tax Net Tangible Assets (NTA): ~$1.37 AUD [1]
Dividend Yield: ~5.7% (annualised fully franked interim dividend) [1]
Inception: Listed in September 2014 [1]
Management Structure: Participating fund managers manage the capital pro bono (charging zero management or performance fees), and service providers also work pro bono. [1]

Investment Strategy

Fund-of-Funds Model: FGX invests in a carefully curated selection of Australia’s leading boutique equity fund managers, giving everyday investors single-vehicle access to strategies that are typically hard to access. [1, 2]
Objectives: To deliver a reliable stream of fully franked dividends, achieve long-term capital growth, and preserve shareholder capital with lower volatility than the broader market. [1, 2, 3]

Social & Philanthropic Objective

Charitable Giving: Instead of paying management fees, FGX donates 1% of its average monthly net assets each year to designated social impact partners. [1]
Focus: The organization partners with non-profits supporting Australian children and youth (aged 0 to 14) experiencing or at risk of adversity—focusing on resilience, healthy relationships, and positive self-image. [1]
Total Impact: Since its inception in 2014, the Future Generation group has contributed tens of millions of dollars to Australian charities.

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