Future Generation Global has reported a robust 24.7% total shareholder return over 12 months alongside an increased fully franked interim dividend of 8.0 cents per share, underscoring its growing income stream.
- 12-month total shareholder return of 24.7% including franking credits
- Annualised fully franked interim dividend raised to 8.0 cents per share
- Grossed-up dividend yield stands at 7.6%
- Consistent growth in fully franked dividends since inception
- HY2025 performance highlighted in recent Q&A webinar
Strong Performance Amid Market Challenges
Future Generation Global Limited (ASX, FGG) has showcased a compelling performance for the 12 months ending June 2025, delivering a total shareholder return (TSR) of 24.7% when including the value of franking credits. This result reflects the fund’s ability to navigate a complex investment landscape while maintaining a focus on sustainable growth and income generation.
The company’s recent HY2025 Q&A webinar, featuring key executives including CEO Caroline Gurney and CIO Lee Hopperton, emphasized the resilience of its investment portfolio and the steady increase in fully franked dividends since inception. The interim dividend was lifted to 8.0 cents per share, translating to a grossed-up dividend yield of 7.6% based on the closing share price of $1.515 as of mid-July 2025.
A Growing Stream of Fully Franked Dividends
Future Generation’s commitment to delivering fully franked dividends has been a hallmark of its shareholder value proposition. The company’s dividend history shows a consistent upward trajectory, reinforcing its strategy to provide investors with reliable income alongside capital growth. The 8.0 cents per share interim dividend marks a notable milestone, reflecting both strong portfolio returns and effective tax management through franking credits.
Investors have responded positively to this blend of income and growth, as evidenced by the total shareholder return figure that outpaces many peers in the asset management sector. The company’s approach balances rigorous investment discipline with a focus on social impact, as highlighted by its pro bono fund initiatives discussed during the webinar.
Looking Ahead, Navigating Uncertainties
While the HY2025 results are encouraging, Future Generation’s disclosures include standard disclaimers cautioning investors about the variability of future performance and the absence of guaranteed returns. The company refrains from providing explicit forward guidance, leaving market watchers eager for more detailed insights in upcoming earnings releases.
As the investment environment continues to evolve, Future Generation’s ability to sustain dividend growth and portfolio performance will be closely monitored. The leadership team’s engagement through webinars and transparent communication suggests a proactive stance in managing investor expectations and market challenges.
Bottom Line?
Future Generation’s strong HY2025 results set a high bar, but sustaining this momentum will be key amid shifting market dynamics.
Questions in the middle?
- What sectors and assets drove the standout 24.7% total shareholder return?
- Will Future Generation maintain or increase its fully franked dividend in FY2026?
- How will the company’s social impact initiatives influence its investment strategy going forward?