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Future Generation Australia Limited Stapled Security ( (AU:FGX) ) has issued an announcement.
Future Generation Australia reported a 0.9% rise in its investment portfolio in December 2025, trailing the 1.3% gain in the S&P/ASX All Ordinaries Accumulation Index, but delivered a strong 14.1% return over the 12 months to December, outperforming the benchmark by 3.5%. Since inception in September 2014, the portfolio has returned 9.7% per annum versus 10.6% for the index, with lower volatility of 11.4% compared with 13.7%, and the company continues to pay fully franked dividends, including an annualised interim dividend of 7.2 cents per share and cumulative dividends of 81.6 cents per share when franking credits are included. At 31 December 2025, Future Generation Australia managed assets of $610.9 million, with net tangible assets of $1.31 per share before tax and a small net tax liability position, while its managers highlight ongoing thematic opportunities such as AI-driven capital spending and the resulting support for sectors like uranium, underscoring the portfolio’s active positioning and sector tilts towards smaller companies and select growth areas.
The most recent analyst rating on (AU:FGX) stock is a Hold with a A$1.50 price target. To see the full list of analyst forecasts on Future Generation Australia Limited Stapled Security stock, see the AU:FGX Stock Forecast page.
More about Future Generation Australia Limited Stapled Security
Future Generation Australia Limited (ASX: FGX) is a listed investment company that provides investors with access to a diversified portfolio of 16 actively managed Australian equity funds, holding more than 400 underlying securities across sectors and market capitalisations. The portfolio has a pronounced tilt towards small and mid-cap companies and an absolute-bias, long-equities strategy, while also maintaining a cash allocation. The structure aims to deliver competitive, fully franked dividends and long-term capital growth through exposure to leading Australian fund managers and active stock selection.
Average Trading Volume: 277,440
Technical Sentiment Signal: Strong Buy
Learn more about FGX stock on TipRanks’ Stock Analysis page.