Future Generation Global

Invest with leading global fund managers while supporting the mental health and wellbeing of young Australians.

ASX: FGG

Key financials at 31 August 2025

Monthly Investment Update
Latest Media Release
Net tangible assets before tax

$1.75

Annualised fully franked interim dividend yield

5.1%

Grossed-up dividend yield

7.3%

Annualised fully franked interim dividend

8.0 cps

Dividends paid since inception (including the value of franking credits)

48.7c

Live share price

About Future Generation Global

Future Generation Global (ASX: FGG) is a listed investment company that aims to deliver a combination of income and capital growth over the medium to long term by investing in global equities.

Investment strategy

Future Generation Global is a fund-of-funds model, providing shareholders with access to a professionally constructed portfolio of global fund managers. These fund managers are carefully selected and overseen by an experienced Investment Committee, who monitor performance and manage the overall portfolio on behalf of shareholders.

The result is an actively managed and diversified global equities portfolio, designed to deliver a reliable stream of fully franked dividends – with lower volatility than the broader market.

Social objective

We are dedicated to improving youth mental health in Australia by investing in prevention and wellbeing. To achieve this, we donate 1% of the Company’s average monthly net assets to 14 non-profit partners.

Since listing in 2015, Future Generation Global has donated $50.5 million to organisations supporting youth mental health. In 2023, we became the first Australian company to measure the collective impact of our giving — showing our partners had reached more than 5.3 million young people.

$709.7 million

Assets under management

16

Leading Australian fund managers

$50.5 million

Social investment to date

14

Social impact partners

Access leading global fund managers

Fully franked dividends since inception

Growth of $10,000 since inception

Investment portfolio performance

At 31 August 2025 Fin
YTD
1
yr
3 yrs
%pa
5 yrs
%pa
7 yrs
%pa
Since
inception
%pa
(Sept-15)
Volatility
since
inception^
Future Generation Global Investment Portfolio*9.0%20.1%17.9%9.8%9.4%10.0%9.8%
MSCI AC World Index (AUD)8.0%19.5%19.5%14.8%12.3%12.1%10.6%
Investment portfolio outperformance+1.0%+0.6%-1.6%-5.0%-2.9%-2.1%

*Investment portfolio performance is before expenses, fees and taxes to compare to the relevant index which is also before expenses, fees and taxes. Future Generation Global’s financial year is from 1 January to 31 December.

^Volatility is a statistical measure of the dispersion of returns for a given security or market index. Volatility is measured by standard deviation, and can be thought of as an assessment of the risk in the investment portfolio. In most cases, the higher the volatility, the riskier the investment.

Investment Committee

The Investment Committee is responsible for selecting and reviewing fund managers on behalf of shareholders.

Kiera Grant

Chair of the Investment Committee and Hill-Smith Family Estates, Independent Director of Adairs, Perennial Partners and Trustee of AGNSW

Adelaide McDonald

Independent Director and Director at MDH

Aman Ramrakha

Chief Investment Officer of Entireti

Gary Brader

Chief Investment Officer of QBE Insurance Group

Geoff Wilson AO

Founder of Future Generation and Wilson Asset Management

John Coombe

Executive Director at JANA Investment Advisers

Martyn McCathie

Investment Specialist at Wilson Asset Management

Veronica Klaus

Deputy Head of Consulting at Evidentia Group

Lee Hopperton

Chief Investment Officer of Future Generation

Future Generation Global Board of Directors

Jennifer Westacott AC

Chair of Future Generation Global

Geoff Wilson AO

Founder of Future Generation and Wilson Asset Management

Kate Thorley

Chief Executive Officer of Wilson Asset Management

Adelaide McDonald

Independent Director and Director at MDH Pty Ltd

Geoff R Wilson

Non-Executive Director of HSBC Australia, TOLL Holdings, Board of Message Stick Foundation and Chair of Sydney Symphony Orchestra

Kiera Grant

Chair of the FGG Investment Committee and Hill-Smith Family Estates, Independent Director of Adairs, Perennial Partners and Trustee of AGNSW

Sarah Morgan

Non-Executive Director and former Executive Director at Grant Samuel

Social Impact

Future Generation Global is dedicated to improving youth mental health in Australia by investing in prevention and wellbeing. Following an extensive 18-month strategic review, we now partner with 14 high-impact non-profit organisations, providing multi-year, untied funding and capacity-building support to help them grow and strengthen their impact.

In 2023, these partners reached more than 5.3 million young Australians. Future Generation Global’s pioneering Impact Measurement Initiative tracks both individual and collective outcomes, reinforcing the importance of early intervention and enabling transparent, data-driven philanthropy that delivers meaningful and measurable change.

Live4Life

Knowing the signs: How mental health education saved Lauraʼs life

Mind Blank

No longer alone: How Mind Blank gave John the courage to ask for help

Prevention United

Legacy Builders: How Prevention United empowered Emily and Jasmine to shape the future of youth mental health

PROJECT ROCKIT

The power of being heard: How PROJECT ROCKIT helped Theo to find his purpose

ReachOut

Turning pain into purpose: From isolation to advocacy, Isa’s story highlights the power of being seen and heard

Smiling Mind

Finding calm together: How Smiling Mind helped Sal and her daughter build emotional resilience

The Westerman Jilya Institute for Indigenous Mental Health

Closing the gap: How Jilya helped Anika fulfil her dream of becoming a psychologist

WANTA Aboriginal Corporation

From the classroom to community leadership: How WANTA helped Rayshaun turn small steps into big dreams

Youth Opportunities

Sending stars: How Emily found confidence in herself

I CAN Network

Safe space: How I CAN showed this mentee that being different didn’t mean being alone

Human Nature

Natural remedy: How outdoor therapy helped Clara find calm in the chaos

BackTrack Youth Works

From the Streets to the Stage: Jesse’s journey from at-risk teen to role model and mentor

BighART

Big heart, big dreams: How Fiona is using creativity and community to rewrite her story

Happy Paws Happy Hearts

Finding his way: How Happy Paws Happy Hearts helped Hayden step into the world

Our social impact partners

Pro bono partners

Thank you to our pro bono service providers

How to invest

Whether you are new to investing or are a seasoned investor, beginning your investment journey with Future Generation is simple. Shares in Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) are listed on the Australian Securities Exchange (ASX).

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