Future Generation Global HY2025 Slides: Dividend Growth Continues, TSR Reaches 24.7%

Future Generation Global (ASX:FGG) presented its half-year 2025 results during a webinar on July 18, highlighting strong investment performance, consistent dividend growth, and its unique social impact investment model.

Performance Highlights

The investment company reported impressive results for the 12-month period ending June 30, 2025. The investment portfolio delivered a performance of 20.8%, while total shareholder return (TSR) including the value of franking credits reached 24.7%. These results demonstrate the effectiveness of FGG’s investment approach during what has been a volatile period for global markets.

The company’s annualized fully franked interim dividend stands at 8.0 cents per share, representing a grossed-up dividend yield of 7.6%. This continues the company’s track record of providing shareholders with growing income streams.

As shown in the following chart of dividend growth, Future Generation Global has consistently increased its dividend payments since inception, with the fully franked dividend growing from 1.0 cents per share in 2016 to a projected 4.0 cents per share in 2025:

Dividend Growth Strategy

The presentation highlighted Future Generation Global’s commitment to delivering a growing stream of fully franked dividends to shareholders. This strategy has been a cornerstone of the company’s value proposition since its inception.

The dividend growth trajectory shows a steady upward trend, with particularly notable increases between 2020 and 2021, when the dividend jumped from 2.0 to 3.0 cents per share. The most recent increase to 4.0 cents per share for 2025 represents a 8.1% increase from the 2024 dividend of 3.7 cents per share.

This consistent dividend growth demonstrates management’s confidence in the sustainability of the company’s business model and its ability to generate reliable returns for shareholders, even during periods of market uncertainty.

Fund Management & Social Impact Model

A distinctive aspect of Future Generation Global’s approach is its dual-purpose model that combines investment returns with social impact. The company works with numerous pro bono fund managers while supporting a range of social impact partners.

The presentation showcased the extensive network of professional fund managers who provide their services pro bono, including well-known names such as Magellan, Munro, Antipodes, and Yarra. This arrangement allows the company to minimize management costs while accessing high-quality investment expertise.

As illustrated in the following slide, the company maintains partnerships with a diverse range of fund managers and social impact organizations:

The social impact partners include organizations focused on youth mental health, education, and community development, such as ReachOut, Smiling Mind, and Project Rockit. This dual focus on financial returns and social impact represents a distinctive positioning in the investment company landscape.

Leadership Team

The webinar featured presentations from key executives who outlined the company’s strategy and performance. The leadership team includes Caroline Gurney (CEO), Geoff Wilson AO (Founder & Director), Lee Hopperton (CIO), and William Low (Portfolio Manager at Yarra Global Share Fund).

The following slide introduces the speakers who presented during the webinar:

Forward-Looking Statements

While specific forward-looking guidance was limited in the presentation materials, the consistent dividend growth and strong investment performance suggest management confidence in the company’s future prospects. The presentation emphasized the company’s commitment to its dual-purpose model of delivering investment returns while supporting social impact initiatives.

The company’s ability to deliver a 20.8% portfolio return in the current market environment positions it well for continued performance, though investors should note the standard disclaimer that past performance is not necessarily indicative of future results.

Future Generation Global’s unique business model, combining professional fund management with social impact, continues to differentiate it in the investment company sector, potentially providing resilience during varying market conditions.

Full presentation:

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