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Future Generation Investment Portfolio

๐Ÿ‡ฆ๐Ÿ‡บ ASX

๐Ÿ’ฐ HIGH DIVIDEND

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ฐ Dividends

๐Ÿ’ต Cost

๐Ÿƒ Esg

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 1.11%
Annual Growth

5 years average annual growth

๐Ÿ’ฐ

5.42%
Annual dividend yield

Based on the most recent dividend

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

29
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”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.

๐Ÿ“ View Factsheet

๐Ÿ“ˆ Performance

Price History

+19.90%

1M

1Y

10Y

Graph

Table

Unsure how much or often to invest?
๐Ÿ—“๏ธ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out โ†’
๐Ÿ’ต Investing amount calculator

Determine the recurring investment needed to reach your goals

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โฑ๏ธ Investing duration calculator

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๐Ÿ’ฐ Dividends

Payouts

๐Ÿ’ฐ Annual Dividend Yield*

5.42%

๐Ÿ’ฐ Annual Dividend Earnings Per $1,000 invested**

$54.15

๐Ÿ’ฐ Most Recent Dividend Franked Percentage Estimate

100.00%

๐Ÿ’ฐ Average Dividend Franked Percentage Estimate

100.00 %

๐Ÿ’ฐ 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

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%

2015

$0.02

100.00%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
๐Ÿ’ธ Net fee calculator

๐Ÿƒ Environmental, Social and Governance scores โ„น๏ธ

๐ŸŒณ

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

๐Ÿ•Š๏ธ

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.

โš–๏ธ

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.

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$1.24

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in FGX

29

๐Ÿ“Š Total Capital Earnings

$184K

๐Ÿ”ƒ Average investment frequency

37 weeks

๐Ÿ’ต Average investment amount

$1,546

โฐ Last time a customer invested in FGX

4 days
FGX investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

9%

100k - 150k

18%

50k - 100k

18%

Less than 50k

55%
๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

35 - 90

79%
๐Ÿ™‹ Legal gender of investors

Female

48%

Male

52%

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๐Ÿ‡ฆ๐Ÿ‡บ AUSTRALIA

โ›ณ๏ธ DIVERSIFIED

๐Ÿงฑ MATERIALS

๐Ÿ’ธ FINANCIALS

Find Out More

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๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿ‡บ๐Ÿ‡ธ UNITED STATES

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๐ŸŒณ ENVIRONMENTAL

โ›๏ธ MINING

๐Ÿ•Š๏ธ SOCIALLY AWARE

๐Ÿ“ˆ HIGH PRICE GROWTH

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