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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).

Getting Started

Follow the steps below to get started and learn the key benefits of investing with us:

1

Open a broking account

Set up a share trading account with a broker who can execute trades in the share market. Using an online broker is usually more cost-efficient than a traditional stockbroker. If you are new to investing, you can choose to seek financial advice from a full-service broker. You must be over 18 years of age and an Australian resident with a valid Australian address to set up a share trading account.

You can find a broker by asking if your bank has a broking service or via the ASX website.

A financial adviser can also provide you with advice on ways to invest your money and help you understand your personal financial needs and objectives by developing an investment strategy. A financial adviser can also assist you in buying and selling shares.

2

Purchase your shares

Once you have set up your broking account you can purchase your shares in Future Generation’s two Listed Investment Companies (LICs). Note the ASX code for the company, also known as a ‘ticker’, for the LIC in which you wish to purchase shares. Enter the total number of shares you wish to buy. When you buy or sell shares using a broker, you pay a brokerage fee for each trade. Note that you will need to pay for your securities within two days of your broker executing your order.

If you engage a full-service broker, they should be able to complete these steps on your behalf.

3

Being a shareholder

If you purchase shares in Future Generation Australia (ASX: FGX) or Future Generation Global (ASX: FGG), you will receive a welcome letter from our share registry Boardroom.

Once you receive the welcome letter you are able to:

  • Register on the Boardroom share registry portal to manage your holdings online
  • Join our 20,000 subscribers and receive investment and social impact insights
  • Share your feedback by filling out a quick survey to help us understand your needs
“You really don’t have to be a millionaire to be a philanthropist, to use your money wisely to build your own wealth but also contribute towards social good.”

Phyllis Sakinofsky, Future Generation Shareholder

4

Shareholder engagement and communication

Shareholders are the owners of Future Generation’s two LICs; it is our responsibility to manage the companies on your behalf and be available to report to you on a regular basis. We encourage all shareholders to communicate with us and share their feedback. We have a variety of options to keep you informed, including:

  • Monthly net tangible asset (NTA) reports and investment updates
  • Shareholder Presentations and events
  • Shareholder Q&A webinars
  • Roundtables with planners, advisers and their clients
  • Updates on our social impact
  • Annual and interim results announcements

Our Listed Investment Companies

Invest with leading Australian fund managers while supporting children facing adversity.

ASX: FGX
Learn more

Invest with leading global fund managers while supporting youth mental health.

ASX: FGG
Learn more

Wholesale Investors

Future Generation Women is an unlisted investment fund for wholesale and sophisticated investors. It provides unit holders with access to a group of leading women Australian and global equity fund managers in a single investment vehicle, while supporting Australian non-profits.

Future Generation Women requires a minimum investment of AUD $250,000. For further information please contact [email protected] or visit Boardroom’s Application Portal

Eligible Investors: For wholesale and sophisticated investors only.

Invest with leading women fund managers while supporting economic equality for Australian women and their children.

Unlisted Trust
Learn more

Benefits

The Future Generation portfolios are expertly managed to blend investment styles and strategies, with the aim of delivering a steady stream of fully franked dividends, preserving capital and delivering attractive returns with lower volatility than the market.

Top-tier fund managers

Our Strategies offer exposure to hard-to-access Australian and global fund managers.

No management or performance fees

Our fund managers, service providers, Investment Committees and Board all work pro bono, meaning you pay zero management or performance fees. To date, shareholders have saved more than $170 million in fees.

Risk Adjusted returns

Our highly diversified portfolios are designed to manage risk effectively, helping us deliver solid returns with lower volatility than the broader market.

Invest with purpose

Every investment helps fund high-impact non-profits supporting young people across Australia. Since launching, we’ve donated $100 million – without compromising shareholder returns.

Need more information?

We love to engage with our shareholders. If you would like to speak to the Future Generation team, please call us on (02) 9247 9202 or email [email protected]

This information is only intended for Australian residents. The purpose of this webpage is to provide information only and the content of the webpage does not purport to provide investment advice. We strongly suggest that investors read the Prospectuses and all publicly available information and consult a financial advisor prior to making any investment decision. The information does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making investment, financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in Future Generation Australia (ASX: FGX) or Future Generation Global (ASX: FGG). The information is provided in good faith. Neither Future Generation Australia, Future Generation Global nor their directors or employees make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. To the extent permissible by law, Future Generation Australia, Future Generation Global and their directors and employees disclaim all liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise). Neither Future Generation Australia, Future Generation Global nor their directors or employees guarantee or make any representation as to the performance of Future Generation Australia, Future Generation Global, the maintenance or repayment of capital, the price at which shares may trade or any particular rate of return.