Future Generation Global Limited · ASX:FGG
Future Generation Global — Investor Presentation (May 2018)
31 slides from Future Generation Global's investor presentation, May 15, 2018
Slide 1: Shareholder Presentation May 2018
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Slide 2: Disclaimer
@ ®@ FUTURE GENERATION FUTURE GENERATION INVESTMENT COMPANY GLOBAL INVESTMENT COMPANY Disclaimer This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information in this presentation is only intended for Australian residents. T
Slide 3: Our purpose
Our purpose ey ® FUTURE GENERATION FUTURE GENERATION INVESTMENT COMPANY GLOBAL INVESTMENT COMPANY Shareholders Exposure to the best Australian and global fund managers without paying management or performance fees Charities Stream of annual donations Fund managers Unique opportunity to make a positi
Slide 4: Investment objectives
Investment objectives @ es FUTURE GENERATION FUTURE GENERATION INVESTMENT COMPANY GLOBAL INVESTMENT COMPANY Stream of Achieve Preserve fully franked capital growth shareholder dividends capital
Slide 5: Future Generation Investment Company (FGX)
For personal use only FUTURE GENERATION INVESTMENT COMPANY
Slide 6: FGX fund managers
D FUTURE GENERATION INVESTMENT COMPANY FGX fund managers 2 Svat ’ Wilson tsPARADICE /Pennelona, CENTENNIAL © WATERMARK \\ Asset Management RB vest MANAGEMENT ASSET MANAGEMENT ra) cooper REGAL [Li CAPITAL Smallco ARCO INVESTORS FUNDS MANAGEMENT, Investment Manager Tribeca LHC carrra ~= SANDON CaPITAL
Slide 7: FGX charities
FGX charities @ FUTURE GENERATION INVESTMENT COMPANY © @ & @AIEF *Atexe Kase ra) AUSTRALIAN INDIGENOUS EDUCATION FOUNDATION Lighthouse’ fone aay ae ui oundation Way debra nee Ending gout, honelessness dagetien Australia Working fora Mere of pain “dE ‘@voriety © youthfocus ene GD the children's chari
Slide 8: FGX service providers
FGX service providers "Wi PITc \\ Wils Management L | N K Solutions & PARTNERS BoardRoom ConmSec “yp AJLT VA KARDOS:SCANLAN CORPORATE LAWYERS complispace P rspace live iS D FUTURE GENERATION INVESTMENT COMPANY PWN. Bloomberg ae mertons corporate governance specialists
Slide 9: FGX highlights — months to December 2017
D FUTURE GENERATION INVESTMENT COMPANY FGX highlights — 12 months to 31 December 2017 4A4Ac Increased fully franked full year dividend S$3.8m 2017 investment in Australian children and youth at risk focused charities
Slide 10: FGX impact on children and youth
FGX impact on children and y D FUTURE GENERATION INVESTMENT COMPANY Scholarships for seven Indigenous students to attend leading Australian schools. Essential crisis support and counselling delivered to 253 children orphaned or abandoned due to parental drug use. Nine specialist music teachers emplo
Slide 11: FGX impact on children and youth
FGX impact on children and y D FUTURE GENERATION INVESTMENT COMPANY is no government funding. Specialist disease nurses employed where there Cy) YY Book distribution program delivered to developmentally vulnerable children aged O-5 years. Trauma-informed care training provided to 20 NW young homeles
Slide 12: For personal use only
FUTURE GENERATION GLOBAL INVESTMENT COMPANY
Slide 13: FGG fund managers
® FUTURE GENERATION GLOBAL INVESTMENT COMPANY FGG fund managers / @ MAGELLAN 9 ANTIPODES Z Exersron Caprra Cc) COOPER GLOBAL INVESTMENT PARTNERS INVESTORS J “FPARADICE NEUBERGER] BERMAN ov (8 BB VESTMENT MANAGEMENT AVENIR ” A MANIKAY IonBridee Scaitat nikk MARSICO Nikko Asset dentin CAPITAL MANAGEME
Slide 14: FGG charities
FGG charities @ FUTURE GENERATION BLACK DOG INSTITUTE 4 beyondblue Rea N) rue uNiversrry oF Bn) SYDNEY CEE) Ly — Brain and Mind Centre % Butte ‘fly headspace The National Centre of Excellence inYouth Mental Heath Orygen REACH| SANE AUSTRALIA OUT.com | 14
Slide 15: FGG service providers
® FUTURE GENERATION GLOBAL INVESTMENT COMPANY FGG service providers \\ ’ Wilson VA LINK::*::... Asset Management KARDOS-SCANLAN complispace ¢ PITCHER PARTNERS AJ P vspace mertons live fi Bloomberg BoardRoom <3 Lonsec = Steadfast” PWN. — conmsec ¢ ‘STRENGTH WHEN YOU NEED IT 15
Slide 16: FGG highlights - months to December 2017
® FUTURE GENERATION GLOBAL INVESTMENT COMPANY FGG highlights - 12 months to 31 December 2017 oa 194% comprehensive income Total shareholder return $3.0m 2017 investment in youth mental health 16
Slide 17: FGG impact on children and youth mental health
FGG impact on children and y: tal health D FUTURE GENERATION GLOBAL INVESTMENT COMPANY o= Development and implementation of online o=— clinical assessment tools for 500 young people a experiencing suicidal thoughts and behaviours. Establishment of Australia’s first intensive outpatient program for y
Slide 18: FGG impact on children and youth mental health
FGG impact on children and y: tal health @ FUTURE GENERATION GLOBAL INVESTMENT COMPANY social connectedness to identify those most at risk mainstream press and social media, reaching 4.7 of mental illness. million young adults. Trial of an app to collect data about young people's A targeted national
Slide 19: FGX performance
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Slide 20: FGX investment portfolio
FGX investment portfolio Q as at 31 March 2018 FUTURE GENERATION INVESTMENT COMPANY Since Standard inception deviation 6 1 3yrs (Sep-14) since inception Performance month yr % pa % pa % pa FGX investment portfolio 7.2% 11.5% 9.2% 9.7% 66% S&P/ASX All Ordinaries Accumulation Index 4.2% 3.6% 44% 5.8%
Slide 21: FGX net tangible assets
FGX net tangible assets Q as at 31 March 2018 FUTURE GENERATION INVESTMENT COMPANY 21
Slide 22: FGX investment strategy allocation
GX investment strategy allocation LD as at 31 March 2018 FUTURE GENERATION INVESTMENT COMPANY Absolute bias Long equities 38.2% 45.5% Market neutral 13.8% Long equities ™ Market neutral Absolute bias Cash 22
Slide 23: FGX allocation
FGX allocation as at 31 March 2018 Fund manager Investment FUTURE GENERATION INVESTMENT COMPANY Strategy % of portfolio Paradice Investment Large/Mid Cap Funds (split out below) _ 15% oo. Bennelong Australian Equities Partners Bennelong Australian Equities Fund Long equities Regal Funds Management R
Slide 24: FGG performance
For personal use only FGG performance
Slide 25: FGG investment portfolio
FGG investment portfolio as at 31 March 2018 ® FUTURE GENERATION GLOBAL INVESTMENT COMPANY Since Standard inception deviation 3 6 1 (Sep-15) since inception Performance month month yr % pa % pa FGG investment portfolio 44% 10.2% 174% 87% 85% MSCI AC World Index (AUD) 07% 6.8% 14.2% 8.9% 9.5% 25
Slide 26: FGG net tangible assets
FGG net tangible assets Q as at 31 March 2018 FUTURE GENERATION GLOBAL INVESTMENT COMPANY 4% NTA after tax 122. 450 26
Slide 27: FGG investment strategy allocation
FGG investment strategy allocation Q as at 31 March 2018 FUTURE GENERATION GLOBAL INVESTMENT COMPANY Long equities 58.5% Quantitative strategies 3.7% MLong equities M Quantitative strategies Absolute bias "Cash. 27
Slide 28: FGG allocation
FGG allocation as at 31 March 2018 FUTURE GENERATION GLOBAL INVESTMENT COMPANY Fund manager Investment Strategy % of portfolio Antipodes Partners Antipodes Global Fund Absolute bias 11.0% Cooper Investors Cooper Investors Global Equities Fund (Unhedged) Long equities 10.2% Magellan Asset Management
Slide 29: Petition to maintain dividend imputation
@ @ FUTURE GENERATION FUTURE GENERATION INVESTMENT COMPANY | —_— GLOBAL INVESTMENT COMPANY Sign Wilson Asset Management’s petition to maintain the current dividend imputation system wilsonassetmanagement.com.au/petition 29
Slide 30: Investment Forum livestream
Investment Forum livestream _ Tuesday, 15 May 2018 1.30pm - 3.00pm www.futuregeninve -aul , a
Slide 31: Get in touch
. 4 © ¥ " i >o : 9) a , PE ae FUTURE GENER of © ~— Joinmore than 20,000 subscribers >. iL futuregeninvest.com.au Ld) Get in touch FUTURE GENERATION GLOBAL INVESTMENT COMPANY [email protected]
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