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Caroline Gurney from Future Generation Australia (ASX: FGA) shares her excitement about the company's recent successful performance, highlighting the outperformance of FCX, driven by pro bono management by top fund managers. This model supports SRI via donations to youth charities, chaired by notable figures.
Caroline explains that the firm's dual focus on stable returns and social impact attracts investors. With 24 charities supported, shareholders enjoy capital preservation, growth, and the chance to contribute to the community. She emphasises strong yields and a clear structured process as key factors in Future Generation's appeal.
Meanwhile, Lee Robertson is welcomed as the new CIO, bringing vast experience from Pendle and Macquarie. He praises the firm's model and aims to expand growth, increasing social impact. Lee seeks to harness Australia's top boutique managers to continue providing optimal returns and benefits to investors and charities alike.