September 2015
FGG
| Investment portfolio performance at 31 August 2021 | 6 mths | 1 yr | 3 yrs %pa |
5 yrs %pa |
Since inception %pa (Sept-15) |
| Future Generation Global | 11.4% | 22.9% | 13.1% | 14.5% | 12.2% |
| MSCI AC World Index (AUD) | 20.2% | 30.0% | 13.7% | 14.9% | 12.7% |
| Investment Portfolio Outperformance | -8.8% | -7.1% | -0.6% | -0.4% | -0.5% |
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 is Australia’s first internationally focused listed investment company with the dual objectives of providing shareholders with diversified exposure to selected global fund managers and changing the lives of young Australians affected by mental illness.
Caroline is Chief Executive Officer of Future Generation and has more than 25 years’ experience in the financial services sector focused on marketing, corporate affairs and corporate social responsibility. Caroline has held senior roles at UBS and Citibank and has worked in London, across Asia-Pacific and Australia during her career. She has been a member of the Future Generation Australia Board of Directors since 2019 and is also a member of Ascham School Council and the Centennial Park and Moore Park Foundation, an ambassador for the Australian Indigenous Education Foundation (AIEF), a director of Our Watch, an organisation focused on preventing violence against women and children and set up and was a director of the UBS Australia Foundation. Caroline has also previously served as a Council Member of Chief Executive Women and is currently an active member.
Emily is the Social Impact Manager for the Future Generation companies. Emily’s experience in the private and not-for-profit sector spans strategy, communications, research, international development and philanthropy. She has deep expertise in strategic philanthropy, social innovation and spent 10 years as foundation manager of the Vincent Fairfax Family Foundation prior to joining Future Generation in 2020. Emily has completed the Senior International Fellows Program at the City University of New York. She is a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea and a graduate of the Australian Institute of Company Directors.
Geoff Wilson has over 41 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 investment companies to deliver both investment and social returns, Future Generation Australia and Future Generation Global. Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD). Geoff Wilson is currently Chairman of WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, WAM Active Limited and the Australian Stockbrokers Foundation.
Kate has over 16 years’ experience in the funds management industry and more than 21 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, Director of WAM Capital Limited, WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Global Limited, WAM Strategic Value Limited, Future Generation Australia and Future Generation Global. She holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, Graduate Diploma of Applied Corporate Governance and is a fully qualified Chartered Accountant. She is a graduate member of the Australian Institute of Company Directors.
Frank joined Magellan Financial Group in March 2007 and is General Manager – Distribution. Frank began his career at Australian Eagle Insurance Group in 1979, later joining Colonial First State (then known as First State Fund Managers) as its Queensland State Manager in 1992 and relocating to Sydney to take up the role of Head of Adviser Distribution in 2001. His role at Colonial First State extended from the promotion of Colonial’s asset management business capability to its entry into the platform market.
Kiera Grant has extensive experience as a non-executive Director of public and private companies as well as senior management experience, having spent 20 years in financial markets, most recently as Executive Director, as both an Equities Consumer Lead Analyst and Account Manager at UBS Australia. Kiera serves on the boards of Adairs Ltd and Samuel Smith & Sons Pty Ltd (holding company of the Yalumba Wine Company and Negociants Distribution). She was previously a non executive director of Sydney Dance Company and Pacific Brands Ltd., now part of the Hanesbrands. Kiera chairs the the Art Gallery of NSW Foundation and sits on a number of investment committees including The Art Gallery of New South Wales Foundation and the Ascham Foundation.
Sarah is an experienced corporate financial advisor. Her previous executive roles included 16 years with independent corporate advisory firm Grant Samuel. Sarah is a member of the Australian Institute of Company Directors (AICD).
Jonathan was one of the early staff members of ReachOut and served the organisation for more than 20 years, including as Founding CEO of ReachOut Ireland in 2009 and CEO of ReachOut Australia between 2010 and 2018. In 2018, Jonathan established the Wellbeing Outfit, a consulting business specialising in mental health and wellbeing. Jonathan is also an Executive Consultant at Ernst & Young specialising in mental health.
Geoff’s broad business experience across a range of sectors spans more than 35 years, holding numerous positions with KPMG in Australia, including as CEO in Hong Kong, as COO for Asia Pacific and as a Partner in Silicon Valley. He is a founding member of the Male Champions of Change, a member of the UNSW Business School Advisory Council, former President of the Business Schools alumni network in Hong Kong and has been active in the not-for-profit sector across education and indigenous engagement. Geoff is a graduate member of the Australian Institute of Company Directors (AICD) and a fellow of the Institute of Chartered Accountants in Australia.
Mark is the founder and Managing Director of Mertons Corporate Services. A former Company Secretary of Top 50 ASX listed companies Transurban Group and Australian Foundation Investment Company Limited, his expertise includes working with boards of directors in the areas of corporate governance, administration and company secretarial. Mark is a Fellow of the Australian Institute of Company Directors (AICD), the Institute of Company Secretaries and Administrators and the Governance Institute of Australia. Mark is a current director of a number of ASX listed public and private companies and a former Chairman of the Governance Institute of Australia Victoria division, Melbourne Fringe Festival and the Academy of Design Melbourne (LCI Melbourne).
Jesse is the Joint Company Secretary of Future Generation Australia and Future Generation Global. Jesse is Chief Financial Officer at Wilson Asset Management and has over 13 years’ experience working in advisory and assurance services, specialising in funds management, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies (LICs). As the Chief Financial Officer of Wilson Asset Management, Jesse oversees the finance, accounting and company secretary responsibilities for the listed investment companies (LICs) managed by Wilson Asset Management, in addition to Future Generation Australia and Future Generation Global. Prior to joining Wilson Asset Management, Jesse worked as the Chief Financial Officer of an ASX listed company.
Sean is Senior Manager – Research and Investment Strategy in Advice-Research at AMP Financial Services. He has a strong research background that spans over 24 years bringing a wealth of investment research and management experience. Sean previously worked at Australian Fund Monitors, a boutique, research house specialising in absolute return funds. Sean has also been Head of Investment Research at Byron Capital Private Investor and a senior analyst with Berkley Group (now Findex) and has experience as an investment manager with Centuria Capital, a multi-manager funds management business. Sean has a strong economics background and experience across all asset classes including equities, fixed interest, property, and alternatives and has a Master of Arts from Clark University, Massachusetts, USA, a Bachelor of Commerce degree and is a Chartered Financial Analyst (CFA).
Gary joined the Investment Committee in October 2018. Gary has worked at QBE since 2003 and was appointed Group Chief Investment Officer in January 2011. Prior to this, Gary worked at Alliance Capital in London, with 19 years investment experience including time with AXA Investment Managers in London and AXA Australia. He holds a Bachelor of Commerce and Administration.
John is a Principal Consultant and a Director at investment consulting firm JANA and has worked at the firm since 1988. Prior to joining JANA, John’s experience included 10 years at the State Electricity Commission of Victoria (SECV), where he worked in the superannuation, treasury and accounting areas. John holds a Diploma of Business Studies from Footscray Institute of Technology and is a qualified accountant.
Lukasz leads the Lonsec Investment Solutions Pty Limited (LIS) business as Executive Director & Chief Investment Officer. LIS harnesses Lonsec’s broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also Chairman of Lonsec’s Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior this, Lukasz was Lonsec’s General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 18 years’ industry experience commencing his research career at ING Australia where he was Research Manager. Prior to ING, he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation.
Aman is currently Director, Manager Selection Services at Morningstar. Prior to this, Aman was an Executive Manager at the Commonwealth Bank of Australia where he was responsible for the investment and insurance research function within the Wealth Management Advice Business. In a prior role, Aman was responsible for constructing investment portfolios for high net worth individuals. Aman has over 20 years financial services experience and has held technical, consulting and advisory roles at BT Financial Group, Colonial First State, KPMG and the Commonwealth Private Bank. Aman holds a Bachelor of Commerce, majoring in Economics and Finance, a Graduate Diploma in Applied Finance and Investments, Diploma of Financial Planning and is a Certified Investment Management Consultant.