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Future Generation Investment Fund Limited (FGX) Fair Value & Analysis

Financial Services · AU · Market cap A$551M

PriceA$1.38
Fair ValueA$2.19
Upside+58.7%
Quality95/100
Evidence: High Range A$1.64 – A$2.74

Fair value as of: Jun 26, 2026

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Analysis

Future Generation Investment Fund Limited (FGX) currently trades at A$1.38, while our model-based Fair Value estimate is A$2.19 — implying the stock looks roughly 58.7% undervalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

About the company

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 invests in public equity markets of Australia. The fund invests in funds managed by selected Australian Fund Managers with a focus on long-only, long /short and alternative investment strategies. Future Generation Investment Fund Limited is domiciled in Australia.

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Frequently asked questions

Is Future Generation Investment Fund Limited (FGX) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$2.19 versus a price of A$1.38 — about +59% (undervalued). Model-based estimate, not financial advice.
What is the fair value of FGX?
Our 21-model fair value for Future Generation Investment Fund Limited is A$2.19 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$1.38.
What is the quality score of FGX?
Future Generation Investment Fund Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.