Future Generation Australia Delivers Portfolio Outperformance and Increases Fully Franked Dividend
Future Generation Australia Limited (ASX: FGX) delivered a strong investment performance for the year ended 31 December 2025, with the portfolio returning 14.1% over the past 12 months, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.5%. Since listing in 2014, the portfolio has generated an average annual return of 9.7%, maintaining consistent long-term outperformance relative to the broader market.
Based on the recent share price, this represents a fully franked yield of 5.1% and a grossed-up yield of 7.3%. The company has lifted its dividend for eleven consecutive years, underscoring its consistent delivery of sustainable income growth to shareholders.
Financially, operating profit before tax rose to AU$71.3 million, while profit after tax reached AU$52.9 million, reflecting solid portfolio performance and disciplined cost management. The investment portfolio remains diversified across 16 active fund managers and more than 450 underlying securities, with a strategic tilt toward small and mid-cap companies aimed at enhancing long-term risk-adjusted returns.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Future Generation Australia Delivers Portfolio Outperformance and Increases Fully Franked Dividend
Future Generation Australia Limited (ASX: FGX) delivered a strong investment performance for the year ended 31 December 2025, with the portfolio returning 14.1% over the past 12 months, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.5%. Since listing in 2014, the portfolio has generated an average annual return of 9.7%, maintaining consistent long-term outperformance relative to the broader market.
Based on the recent share price, this represents a fully franked yield of 5.1% and a grossed-up yield of 7.3%. The company has lifted its dividend for eleven consecutive years, underscoring its consistent delivery of sustainable income growth to shareholders.
Financially, operating profit before tax rose to AU$71.3 million, while profit after tax reached AU$52.9 million, reflecting solid portfolio performance and disciplined cost management. The investment portfolio remains diversified across 16 active fund managers and more than 450 underlying securities, with a strategic tilt toward small and mid-cap companies aimed at enhancing long-term risk-adjusted returns.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au