Future Generation Australia Limited

Future Generation Australia Limitedverified

FGX.AX

Price:

$1.305

Market Cap:

$534.90M

Future Generation Investment Fund Limited is a closed ended fund of fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by Bennelong Long Short Equity Management Pty Limited, Cooper Investors Pty Limited,Bennelong Australian Equity Partners Pty Ltd,Discovery Asset Management Pty Ltd,Eley Griffiths Group Pty Limited, Eley Griffiths Group Pty Limited, Kingston Funds Management Pty Limited, Lanyon Asset Management Pty Limited, LHC Capital Pty Ltd, Optimal Fund Management Australia Pty Ltd. Paradice Investment Management Pty Ltd, Regal Funds Management Pty Limited, Sandon Capital Pty Ltd, and Smallco Investment Manager Limited. It primarily in...[Read more]

Industry

Asset Management

IPO Date

1997-03-27

Stock Exchange

ASX

Ticker

FGX.AX

The ROE as of December 2025 (TTM) for Future Generation Australia Limited (FGX.AX) is 6.93%

According to Future Generation Australia Limited’s latest financial reports and current stock price. The company's current ROE is 6.93%. This represents a change of 72.72% compared to the average of 4.01% of the last 4 quarters.

Future Generation Australia Limited (FGX.AX) Historical ROE (quarterly & annually)

How has FGX.AX ROE performed in the past?

The mean historical ROE of Future Generation Australia Limited over the last ten years is 5.29%. The current 6.93% ROE has changed 30.89% with respect to the historical average. Over the past ten years (40 quarters), FGX.AX's ROE was at its highest in in the December 2020 quarter at 11.45%. The ROE was at its lowest in in the December 2013 quarter at -122.94%.

Quarterly (TTM)
Annual

Average

5.29%

Median

5.40%

Minimum

-8.71%

Maximum

14.01%

Future Generation Australia Limited (FGX.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Future Generation Australia Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 113.28%

Maximum Annual ROE = 14.01%

Minimum Annual Increase = -200.19%

Minimum Annual ROE = -8.71%

Quarterly (TTM)
Annual
YearROEChange
20248.75%0.29%
20238.73%-200.19%
2022-8.71%-162.19%
202114.01%113.28%
20206.57%44.82%
20194.54%-12.55%
20185.19%-1.19%
20175.25%72.29%
20163.05%-45.10%
20165.55%-0.15%

Future Generation Australia Limited (FGX.AX) Average ROE

How has FGX.AX ROE performed in the past?

The current ROE of Future Generation Australia Limited (FGX.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

2.92%

5-year avg

5.87%

10-year avg

5.29%

Future Generation Australia Limited (FGX.AX) ROE vs. Peers

How is FGX.AX’s ROE compared to its peers?

Future Generation Australia Limited’s ROE is less than Future Generation Global Limited (12.84%), less than WAM Microcap Limited (11.01%), less than Platinum Capital Limited (2.19%), less than Perpetual Equity Investment Company Limited (2.90%), less than EQT Holdings Limited (8.01%), less than Argo Global Listed Infrastructure Limited (11.46%), less than L1 Group Ltd. (3.05%), less than Tower Limited (25.07%), less than Fiducian Group Ltd (31.76%), less than Hearts and Minds Investments Limited (13.50%),

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