Future Generation Australia Limited · ASX:FGX
Future Generation Australia — Future Generation Investment Company — Investor Presentation (March 2021)
12 slides from Future Generation Australia's investor presentation, Mar 16, 2021
Slide 1: Investor Webinar 16 March 2021
Investor Webinar 16 March 2021 3:00pm - 4:00pm (Sydney time) Dial-in number: 1800 850 171 Access code: 358208 Join the webinar at this link Future Generation INVESTMENT & SOCIAL RETURNS
Slide 2: Disclaimer
Future Generation INVESTMENT & SOCIAL RETURNS Disclaimer This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information in this presentation is only intended for Australian residents. The purpose of this presentation is to pr
Slide 3: FGX 2020 Full year results highlights
FGX 2020 Full year results Highlights Investment portfolio outperformance’ +6.4% Savings from fees forgone by fund managers, service providers, directors and committee members $8.6m Future Generation Australia = Fully franked full year dividend, a 4.0% increase on the prior year 5.2cps Key dates for
Slide 4: FGG 2020 Full year results highlights
FGG 2020 Full year results Highlights Investment portfolio outperformance’ +8.2% Future Generation Global INVESTMENT & SOCIAL RETURNS Operating profit after tax +131.0% Total shareholder return +19.4% Savings from fees forgone by fund managers, service providers, directors and committee members $8.4
Slide 5: Social returns
Social returns Future Generation Future i Future Generation i Generation Australia ; Global ASX: FGX : ASX: FGG SOCIAL $4.8m $5.7m TEST ENY 2020 SOCIAL : 2020 SOCIAL YTD ES!) INVESTMENT i INVESTMENT Total fees forgone g 2020 management fees, since inception to : performance fees and services Decembe
Slide 6: Our designated charities
Our designated charities @AIEF AUSTRALIAN INOIGENOU: EDUCATION FOUNDATION “@voriety DNEY Brin ana Mind AUSTRALIA hh mirabel 7 ory Butterfly gen kidshelpline United is vy - \y Lighthouse th i, : Off the streets homeless kids belone Foundation Our pro bono service providers Wilson Asset Management Con
Slide 7: Our pro bono fund managers
Fut Our pro bono Generation fund managers een MAGELLAN VGI PARADICE urns etc nese PARTNERS Isvesniswr ANAGNEN AWEM scenneemen CALEDONIA ELEY GRIFFITHS BAEP TH Li capiTaL Qntipodes Ey COOPER AARP ps excmen Smallco é€ clime SANDON CAPITAL Firetrail Investment Manager CAPITAL INVESTMENTS PS = | AVENIR
Slide 8: Investment portfolio performance as at February 2021 (FGX)
Investment portfolio performance as at 28 February 2021 Net tangible assets Gross assets Investment portfolio before tax performance (pa since Sept 2014) 136.18¢ $548.6m 9.9% Net tangible assets Market capitalisation*® Volatility’ after tax and before tax on unrealised gains 11.6% S8P/ASX All Ordina
Slide 9: Investment portfolio performance as at February 2021 (FGG)
Investment portfolio performance as at 28 February 2021 Net tangible assets Gross assets before tax 166.30c $657.7m Net tangible assets Market capitalisation® after tax and before tax on unrealised gains 166.04c $554.1m Net tangible assets 2020 fully franked after tax dividend Investment portfolio p
Slide 10: Fund manager
FUND MANAGER Future Generation David Moberley Brandon Geisler Portfolio Manager Portfolio Manager PARADICE MARSICO INVESTMENT MANAGEMENT CAPITAL MANAGEMENT’
Slide 11: Join more than 20,000 subscribers
Join more than 20,000 subscribers Get in touch (02) 9247 9202 Future Generation INVESTMENT & SOCIAL RETURNS e
Slide 12: Future
Future Generation INVESTMENT & SOCIAL RETURNS
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