Future Generation

Listed

September 2014

ASX Code

FGX

 

 

31 October 2017

Management
performance fees
0.0%
Annual donation
(% of NTA)
1.0%
Gross assets
$419.2m
Market capitalisation
$394.4m
Share price
$1.1
Pre-tax net tangible assets
$1.19
Annualised fully franked dividend
4.4c
Fully franked
dividend yield
3.9%

Domestic fund managers, supporting children and youth at risk.

FGX gives investors the opportunity to gain unprecedented access to a group of prominent Australian fund managers in a single investment vehicle while supporting Australian charities focused on children at risk.

Fund managers

Charities

Service providers

Management, Board and Investment Committee

Louise Walsh

Chief Executive Officer

Louise is a senior executive with a strong mix of experience in the not-for-profit, government and private sectors. A former solicitor at Allens, she has spent most of her career in sport, arts and philanthropy. Louise was recently the CEO of Philanthropy Australia, the peak body for philanthropy in Australia.

Louise is a board member of St Vincent’s Curran Foundation and the City Recital Hall in Sydney.

Jonathon Trollip

Chairman

Jonathan Trollip has 30 years legal and commercial experience in the international financial sector. He is currently a Principal and Director of Sydney‐based structured finance group Meridian International Capital Limited with whom he has been for the past 20 years.

Jonathan has post graduate degrees in economics and law, is a Fellow of the Australian Institute of Company Directors, has been admitted to practice as a solicitor in England and Australia and holds a current solicitor’s practicing certificate.

Geoff Wilson

Founder and Director

Geoff Wilson has over 37 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company and Future Generation Global Investment Company. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Kate Thorley

Director

Kate Thorley has more than 12 years’ experience in the funds management industry and more than 18 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is the Company Secretary of WAM Capital and Future Generation Global Investment Company.

Gabriel Radzyminski

Director

Gabriel Radzyminski has been involved in the financial services sector for almost 20 years. He is Managing Director of Sandon Capital Pty Limited, a funds management and advisory firm specialising in activist investing. Sandon Capital Pty Limited is the investment manager of two wholesale managed investment schemes and a listed investment company.

Gabriel serves as Chairman of Sandon Capital Investments Limited, an executive director of Mercantile Investment Company Limited and a executive Director of Murchison Metals Limited. Gabriel also has a BA (Hons) and MCom, both from the University of New South Wales.

David Leeton

Director

David Leeton is the Chief Financial Officer of the Victor Smorgon Group. David chairs the Victor Smorgon Groups’ investment board and is actively involved in all facets of the Groups’ investments and philanthropy interests. David is directly responsible for the financial reporting, financing and treasury for the group. David holds a Bachelor of Business (Banking & Finance), a Graduate Diploma in Accounting and is a fully qualified CPA.

David Paradice

Director

David Paradice founded Paradice Investment Management in 1999. Paradice Investment Management invests in equities around the world with offices in Australia and the USA. Paradice Investment Management manages four funds: Small Cap Australian Equities Fund, Mid Cap Australian Equities Fund, Large Cap Australian Equities Fund and Global Small Mid Cap Fund.

David holds a Bachelor of Commerce from The University of Sydney, a Diploma of Companies Directors from the Australian Institute of Companies Directors, a Diploma of Finance and Investment from the Securities Institute of Australasia and a Professional Year from the Institute of Chartered Accountants Australia.

Scott Malcolm

Director

Scott Malcolm has over 25 years experience in investment banking and corporate finance in Australia and the USA. He is Executive Chairman of the Sydney based corporate advisory firm, Greenstone Partners which he founded in 2003.

Scott has a Bachelor of Commerce (Hons) from Victoria University of Wellington and a Master of Business Administration from the William E Simon Graduate School of Business, Rochester, New York, USA.

Mark Licciardo

Company Secretary

Mark Licciardo is Managing Director of Mertons Corporate Services Pty Limited which provides company secretarial and corporate governance consulting services to ASX listed and unlisted public and private companies. Prior to establishing Mertons, Mark was Company Secretary of the Transurban Group and Australian Foundation Investment Company Limited. Mark has also had an extensive commercial banking career with the Commonwealth Bank and State Bank Victoria.

Matthew Kidman

Investment Committee

In 2015, Matthew Kidman became Principal and Portfolio Manager of Centennial Asset Management Pty Limited. Previously, Matthew worked as a Portfolio Manager at Wilson Asset Management (International) Pty Limited for 13 years between 1998 and 2011. Matthew has degrees in Law and Economics and a Graduate Diploma in Applied Finance.

Bruce Tomlinson

Investment Committee

Bruce Tomlinson is currently Portfolio Manager of Hedge Funds at Sunsuper in Sydney, a position he has held since October 2007. Previously Bruce was the Portfolio Manager, Australian Equities at Sunsuper from 2011 to 2014. Prior to this Bruce was a Statutory Fund Manager at AMP Capital Investors from August 1999.

David Smythe

Investment Committee

David Smythe is a Managing Partner and joint founder of Zenith Investment Partners, the research business he established in November 2002. David has been in the investment industry for over 21 years and is heavily involved in all aspects of the Zenith business, including managing research, model portfolio construction and participation in client investment committee meetings.

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