Slide 1: Future Generation Global HY 2026 Interim Results Q&A Webinar
Future Generation Global HY 2026 Interim Results Q&A Webinar Watch the recording . Geoff Wilson AO Founder & Director, Future Generation Lee Hopperton Chief Investment Officer, Future Generation Nick Markiewicz Portfolio Manager, Ellerston Capital 1
Slide 2: Speakers
Speakers Geoff Wilson AO Lee Hopperton Nick Markiewicz Founder & Director Chief Investment Officer Portfolio Manager 2
Slide 3: Disclaimer
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 provide in formation only and the content of the
Slide 4: Increased fully franked interim dividend
Increased fully franked interim dividend Cents per share 12.0 10.0 +22.7% 8.4 cps Total shareholder return Annualised fully franked 8.0 64.4 cps dividends paid since 3.0 for the 12 months to 30 June 2026, including the interim dividend inception, when including the value of value of franking credits
Slide 5: Diversified global investment portfolio
Diversified global investment portfolio • Portfolio of 15 active fund managers • 3,700+ underlying securities across different sectors and companies • Actively managed 3.2% tracking error and 0.8 beta • Underweight America and overweight Europe 6.9% • Bias towards small and mid-cap companies Portfol
Slide 6: Diversified portfolio with lower volatility
Diversified portfolio with lower volatility Diversification by region and size^ Volatility since inception# Exposure by region 12.0% Future Generation Region MSCI AC World Index Global 10.0% North America 52.8% 67.5% 8.0% UK & Europe 19.0% 14.4% 6.0% Asia 9.0% 10.5% 4.0% Other Developed Markets 5.0%
Slide 7: Lower concentration risk than the global market
Lower concentration risk than the global market Exposure by market capitalisation FGG exposure to largest 10 companies 6% 100% 80% 4% FGG: 10% 60% MSCI: 27% 40% 2% 20% - - Large Mid Small Future Generation Global MSCI AC World Index Future Generation Global MSCI AC World Index The Future Generation
Slide 8: Supporting youth wellbeing and mental health
Supporting youth wellbeing and mental health
Slide 9: Best in class philanthropy
Best in class philanthropy Cumulative donations over 10 years Millions $100 $175million $90 $80 Fees saved. Exceeding donations. $70 $60 $100 million $50 $40 Donations to our social impact $30 partners. $20 $10 - 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Future Generation Australia Futu
Slide 10: Questions
Questions Geoff Wilson AO Lee Hopperton Nick Markiewicz Founder & Director Chief Investment Officer Portfolio Manager 10