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About the company
Future Generation Australia Limited is an Australia-based investment company. The Company's investment objective is to provide shareholders with a stream of fully franked dividends, achieve long-term capital growth and preserve capital. The Company invests in funds managed by a number of Australian equity fund managers with a focus on long equities, absolute bias and market-neutral investment strategies while also contributing to Australian children and youth at risk social impact partners and other not-for-profit organizations. Its investment portfolio is constructed with the aim of providing shareholders with reduced volatility compared to the market, capital preservation during market downturns and capital growth over the medium to long term. The Company invests in other asset classes, including international equities. The investment portfolio provides shareholders with exposure to two broad investment strategies: long equities and absolute bias.
- Revenue in AUD (TTM)58.79m
- Net income in AUD37.93m
- Incorporated1994
- Employees0.00
- LocationFuture Generation Investment Company LimitedLevel 26Governor Phillip Tower, 1 Farrer PlaceSYDNEY 2000AustraliaAUS
- Phone+61 29247-9202
- Fax+61 29247-6855
- Websitehttps://www.futuregeninvest.com.au/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wam Microcap Ltd | 61.33m | 42.07m | 456.72m | -- | 10.82 | 1.11 | -- | 7.45 | 0.1506 | 0.1506 | 0.2198 | 1.47 | 0.1463 | -- | 38.68 | -- | 10.03 | 8.81 | 10.38 | 9.27 | 95.46 | 81.96 | 68.59 | 59.98 | -- | -- | 0.00 | 85.37 | 20.90 | 25.96 | 27.41 | 30.93 | -- | 12.05 |
| WCM Global Growth Ltd | 107.85m | 69.53m | 463.22m | -- | 5.32 | 1.03 | -- | 4.30 | 0.3476 | 0.3476 | 0.5179 | 1.79 | 0.2805 | -- | 143.03 | -- | 18.08 | 10.16 | 18.60 | 10.41 | 93.27 | 91.08 | 64.47 | 62.21 | -- | -- | 0.00 | 39.77 | 54.58 | 20.97 | 53.34 | 23.09 | -- | 13.85 |
| Bell Financial Group Ltd | 299.18m | 36.01m | 477.91m | 720.00 | 13.15 | 1.88 | 10.12 | 1.60 | 0.1133 | 0.1133 | 0.9368 | 0.7945 | 0.275 | -- | 4.06 | 415,522.20 | 3.31 | 2.73 | 12.03 | 11.52 | 93.07 | 95.26 | 12.04 | 11.90 | -- | -- | 0.7235 | 83.73 | 8.25 | -0.01 | 17.14 | -5.06 | -32.36 | -1.98 |
| Perpetual Equity Investment Company Ltd | 53.68m | 36.17m | 487.85m | 0.00 | 13.45 | 1.01 | -- | 9.09 | 0.0944 | 0.0944 | 0.1402 | 1.26 | 0.1072 | -- | 29.36 | -- | 7.23 | 8.10 | 7.34 | 8.20 | 90.59 | 89.13 | 67.37 | 66.83 | -- | -- | 0.00 | 66.95 | -25.30 | 61.97 | -23.94 | -- | -- | 12.70 |
| Regal Partners Global Investments Ltd | 209.71m | 129.09m | 558.26m | 0.00 | 4.43 | 0.933 | -- | 2.66 | 0.5219 | 0.5219 | 0.8428 | 2.48 | 0.2739 | -- | 98.91 | -- | 16.86 | 1.11 | 16.91 | 1.26 | 89.15 | 35.57 | 61.56 | 22.66 | -- | -- | 0.00 | 248.31 | -94.87 | -- | -127.38 | -- | -- | 36.85 |
| Future Generation Australia Ltd | 58.79m | 37.93m | 581.48m | 0.00 | 15.25 | 1.06 | -- | 9.89 | 0.0928 | 0.0928 | 0.1438 | 1.34 | 0.1035 | -- | 1.84 | -- | 6.67 | 5.92 | 6.88 | 5.98 | 99.84 | 99.79 | 64.51 | 69.09 | -- | -- | 0.00 | 77.86 | 6.12 | 17.45 | 4.57 | 16.40 | -- | 6.96 |
| EQT Holdings Ltd | 192.93m | 41.63m | 585.67m | 496.00 | 14.13 | 1.43 | 12.08 | 3.04 | 1.55 | 1.54 | 7.17 | 15.32 | 0.337 | -- | 4.26 | -- | 7.26 | 5.50 | 7.61 | 5.74 | -- | -- | 21.55 | 17.21 | -- | 9.67 | 0.2749 | 96.81 | 6.75 | 13.68 | 19.70 | 12.25 | 9.79 | 4.46 |
| Australian Ethical Investment Ltd | 119.38m | 20.20m | 591.92m | 40.00 | 29.32 | 14.58 | 27.43 | 4.96 | 0.1774 | 0.1774 | 1.05 | 0.3567 | 1.97 | -- | 14.87 | -- | 33.39 | 25.43 | 52.86 | 40.31 | 81.21 | 82.78 | 16.92 | 13.69 | -- | 231.34 | 0.0511 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| Metrics Income Opportunities Trust | 62.98m | 60.23m | 616.99m | -- | 10.20 | 0.8633 | -- | 9.80 | 0.1814 | 0.1814 | 0.1896 | 2.14 | 0.0875 | -- | 9.48 | -- | 8.37 | 8.71 | 8.47 | 8.81 | 88.12 | 88.59 | 95.64 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 626.80m | 0.00 | 49.22 | 0.9415 | -- | 34.58 | 0.0569 | 0.0569 | 0.0865 | 2.97 | 0.0257 | -- | 40.59 | -- | 1.74 | 1.49 | 1.76 | 1.52 | -- | -- | 67.46 | 66.50 | -- | -- | 0.00 | 260.01 | -21.47 | 5.53 | -26.15 | 4.38 | -- | 2.03 |
| Whitefield Industrials Ltd | 25.93m | 21.96m | 634.46m | 0.00 | 28.62 | 0.8922 | 28.89 | 24.47 | 0.1834 | 0.1834 | 0.2165 | 5.88 | 0.033 | -- | 10.32 | -- | 2.80 | 2.80 | 2.84 | 2.87 | 91.99 | 91.52 | 84.69 | 82.94 | -- | -- | 0.00 | 126.67 | 6.90 | 4.60 | 9.60 | 4.86 | -- | 0.4831 |
| Ophir High Conviction Fund | 120.52m | 105.31m | 638.86m | 0.00 | 6.07 | 0.8352 | -- | 5.30 | 0.4731 | 0.4731 | 0.5414 | 3.44 | 0.1618 | -- | 60,259.00 | -- | 14.14 | 9.30 | 14.18 | 9.98 | 91.72 | 88.16 | 87.38 | 84.23 | -- | -- | 0.00 | 69.44 | 123.02 | 16.00 | 140.85 | 23.11 | -- | -- |
| Future Generation Global Ltd | 124.26m | 80.15m | 657.61m | -- | 8.16 | 1.04 | -- | 5.29 | 0.2011 | 0.2011 | 0.3116 | 1.58 | 0.1899 | -- | 7.74 | -- | 12.25 | 5.42 | 12.60 | 5.49 | 99.96 | 99.96 | 64.50 | 61.57 | -- | -- | 0.00 | 58.85 | 73.16 | 50.46 | 75.30 | 62.71 | -- | 16.15 |
| Hearts and Minds Investments Ltd | 41.59m | 19.35m | 664.05m | 4.00 | 34.30 | 0.8635 | -- | 15.97 | 0.0846 | 0.0846 | 0.1818 | 3.36 | 0.049 | -- | 121.91 | 10,398,350.00 | 2.28 | 2.14 | 2.34 | 2.19 | 67.24 | 99.97 | 46.52 | 46.59 | -- | -- | 0.00 | 187.32 | 98.49 | 103.21 | 109.74 | -- | -- | -- |
| Kkr Credit Income Fund | 70.29m | 60.12m | 677.32m | 0.00 | 11.27 | 0.8566 | -- | 9.64 | 0.1864 | 0.1864 | 0.2179 | 2.45 | 0.0854 | -- | -- | -- | 7.30 | 7.55 | 7.39 | 7.64 | 88.53 | 86.71 | 85.53 | 82.87 | -- | -- | 0.0355 | 79.87 | -38.15 | -- | -38.67 | -- | -- | -- |
| Regal Investment Fund | 80.73m | 24.54m | 715.29m | 0.00 | 24.71 | 1.05 | -- | 8.86 | 0.1376 | 0.1376 | 0.3956 | 3.23 | 0.0724 | -- | 0.5403 | -- | 2.20 | 5.99 | 2.79 | 7.96 | 40.79 | 59.30 | 30.39 | 48.17 | -- | -- | 0.00 | 95.78 | -53.23 | -2.76 | -78.11 | -10.86 | -- | -5.17 |
Data as of Mar 02 2026. Currency figures normalised to Future Generation Investment Company Limited's reporting currency: Australian Dollar AUD
12.22%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 31 Jan 2026 | 29.79m | 7.25% |
| 1607 Capital Partners LLCas of 26 Nov 2024 | 20.41m | 4.97% |
Data from 31 Dec 2025 - 20 Feb 2026Source: FactSet Research Systems Inc.
