All the ladies: Future Generation set to launch fund run by women

As covered by Street Talk, Future Generation Women—seeded with $100M from Minderoo Foundation—champions women-led investment, delivering strong returns while driving gender equity and impactful social change.

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Source: Australian Financial Review

Published: December 4, 2024

Author: Sarah Thompson, Kanika Sood, and Emma Rapaport

Sarah Thompson, Kanika Sood, and Emma Rapaport
Australian Financial Review

Jun Bei Liu. Emma Fisher. Armina Rosenberg. A trove of high-profile female investment managers have thrown their support behind an investment fund that aims to advance female equality and opportunity.

The Future Generation Women fund will be announced later today and has begun accepting applications.

Like Future Generation’s other projects, it will allocate funds to Australian and global equities managed by leading female fund managers and seek to best the S&P/ASX300 Accumulation and MSCI AC World indexes.

The fund, which charges no management or performance fees, will donate 1 per cent of its average monthly net assets to local non-profits advancing economic equality and opportunities for women and their children.

FGW’s bench of Australian equity fund managers includes WaveStone Capital portfolio manager Catherine Allfrey, Yarra Capital Management portfolio manager Katie Hudson, and First Sentier Investors head of small and mid-cap companies Dawn Kanelleas.

In global equities, FGW selected Northcape Capital’s Fleur Wright, Magellan’s Nikki Thomas, Antipodes Partners portfolio manager Vihari Ross and Minotaur co-founder Rosenberg, whose newly launched fund returned 7.7 per cent in November alone.

Read the full article here: Investing: Future Generation Women fund launches as it aims to advance female equality and opportunity

Licensed by Copyright Agency. You must not copy this work without permission.

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