Learn how you can invest in a better future, while securing your own.
Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) were founded by renowned fund manager and philanthropist Geoff Wilson AO. They are the first listed investment companies to deliver both investment returns and social impact.
Since inception, Future Generation has donated $87.2 million to high impact not-for-profit organisations – many of which are also supported by the Rotary Foundation, including Reach Out, the Australian Children’s Music Foundation and BackTrack.
How does this work?
Future Generation provides shareholders with exposure to leading Australian and global fund managers who waive all usual management and performance fees, managing more than $1 billion in assets on a pro bono basis. This allows the Future Generation companies to donate 1% of net assets each year to our social impact partners and other non-profit organisations.
Shareholders can decide which non-profit organisations to support, whether this be supporting children and youth at risk (FGX) or investing in the prevention of mental-ill health (FGG). Future Generation are on track to donate more than $100 million by 2030.
As an exclusive service to Rotary members, Ord Minnett, an Australian-owned wealth and investment services firm, will allow Rotarians who invest in the Future Generation companies to direct their 1% donation back to the Rotary Foundation Australia and/or Future Generation social impact partners.
We believe this partnership will provide solid investment returns to shareholders, as well as critical funding to the Australian not-for-profit sector.
Together, we can “do well and do good”.
Join us for a Webinar to learn how you can invest in a better future, while securing your own.
Discover how you can “do well and do good” through a powerful partnership between Future Generation, Rotary Foundation Australia and Ord Minnett. Together, we’re making it easier for investors to grow their wealth while changing the lives of young Australians.
How?
Buy shares in Future Generation Australia (ASX: FGX) or Future Generation Global (ASX: FGG). As a Rotary member, you can choose to direct 1% of your investments to support the Rotary Foundation Australia – or any of Future Generation’s social impact partners.
Let’s work together for a better future.
Join our webinar to see how you can be a part of this exclusive opportunity. Register here today.
Contact Hamish Bonifant at 1800 221 697 or [email protected] for more information.
Disclaimers:
Ord Minnett: Ord Minnett Limited believes that the information contained in this document has been obtained from sources that are accurate but has not checked or verified this information. Except to the extent that liability cannot be excluded, Ord Minnett Limited and its associated entities accept no liability for any loss or damage caused by any error in, or omission from, this document. This document is intended to provide general securities advice only and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your objectives, financial situation and needs. If any advice in this document relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. This document is not intended to provide tax advice, and you should discuss taxation matters with your taxation adviser.
Future Generation: This document provides general information only and has not considered the objectives, financial situation or particular needs of any person. Future Generation strongly suggests that you consult a financial adviser and read the Future Generation Prospectuses prior to making investment decisions. This information may not be complete for your particular purposes, and should not be construed as a recommendation to invest in Future Generation. No representation is made by any party as to the performance of Future Generation, and investors are reminded that past performance is not an indicator of future returns.
Rotary Foundation Australia: Whilst this investment opportunity and the Future Generation companies are not endorsed by Rotary Foundation Australia or The Rotary Foundation, RFA has partnered with Ord Minnett on this occasion. RFA believes it is the duty of every Rotarian to complete their own due diligence before investing in Future Generation products, through an advisory such as Ord Minnett.
In this instance and for this specific investment purpose, all three organisations have found alignment to support the opportunity.
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