Future Generation Inv.Co. Ltd
FGX
Future Generation Inv.Co. Ltd FGX Strategy
The Company’s investment objectives are: to provide a stream of fully franked dividends; to achieve capital growth; and preserve Shareholder capital. The Company provides shareholders with diversified exposure to Australian equities. To invest in funds managed by a number of prominent Australian equity fund managers with a focus on long-only, long/short and alternative investment strategies while also contributing to Australian children and youth at risk charities.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
LICs News & Analysis
funds
Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
personal-finance
AFIC bosses on its record discount, passive investing and pricey stocks
A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,694.60 | 61.20 | 0.71% |
| CAC 40 | 7,906.40 | 51.48 | 0.66% |
| DAX 40 | 21,505.70 | 77.46 | 0.36% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,570.77 | 12.79 | -0.15% |
| HKSE | 20,659.34 | 130.62 | -0.63% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,746.44 | 51.93 | -0.13% |
| NZX 50 Index | 12,828.55 | 76.49 | -0.59% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,427.00 | 53.00 | 0.63% |
| SSE Composite Index | 3,238.85 | 11.75 | -0.36% |