Future Generation Investment Company Limited

Future Generation Investment Company Limitedverified

FGX.AX

Price:

$1.235

Market Cap:

$505.26M

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 January 2025 (TTM) for Future Generation Investment Company Limited (FGX.AX) is 11.46%

According to Future Generation Investment Company Limited’s latest financial reports and current stock price. The company's current ROE is 11.46%. This represents a change of 299.00% compared to the average of 2.87% of the last 4 quarters.

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

How has FGX.AX ROE performed in the past?

The mean historical ROE of Future Generation Investment Company Limited over the last ten years is 4.60%. The current 11.46% ROE has changed 149.43% with respect to the historical average. Over the past ten years (40 quarters), FGX.AX's ROE was at its highest in in the September 2020 quarter at 5.72%. The ROE was at its lowest in in the June 2014 quarter at -14.57%.

Quarterly (TTM)
Annual

Average

4.60%

Median

5.22%

Minimum

-8.71%

Maximum

14.01%

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

Discovering the peaks and valleys of Future Generation Investment Company 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 = 397.36%

Maximum Annual ROE = 14.01%

Minimum Annual Increase = -200.19%

Minimum Annual ROE = -8.71%

Quarterly (TTM)
Annual
YearROEChange
20238.73%-200.19%
2022-8.71%-162.19%
202114.01%397.36%
20202.82%-37.90%
20194.54%-12.55%
20185.19%-1.19%
20175.25%72.29%
20163.05%-45.10%
20165.55%-0.15%
20155.56%-102.93%

Future Generation Investment Company Limited (FGX.AX) Average ROE

How has FGX.AX ROE performed in the past?

The current ROE of Future Generation Investment Company 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

4.67%

5-year avg

4.28%

10-year avg

4.60%

Future Generation Investment Company Limited (FGX.AX) ROE vs. Peers

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

Future Generation Investment Company Limited’s ROE is less than Future Generation Global Investment Company Limited (9.83%), less than WAM Leaders Limited (73.70%), less than WAM Research Limited (111.91%), less than WAM Global Limited (48.57%), less than WAM Microcap Limited (10.48%),

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