InvestSMART Group Limited (INV) is an ASX-listed company and is not held by any exchange traded funds (ETFs). It operates a direct-to-investor wealth platform in Australia, focused on digital investment advice. Its proprietary platform supports clients in achieving financial goals through low-fee funds, research content, and tools, including Intelligent Investor and Eureka Report.
| ASX Code | INV |
| Website | http://www.investsmart.com.au |
| Industry/Sector | Asset Management & Custody Banks |
| Market Cap ($M) | 16 |
| INV Share Price | $0.115 |
| Day High | $0.000 |
| Day Low | $0.000 |
| Last Close | $0.115 |
| INV Share Price Movement | - ( No change ) |
| Distribution Type | Dividend | Franking | Ex-dividend date | Payment date | Current Price+ | Price 7D Avg | Dividend Yield |
|---|---|---|---|---|---|---|---|
| Final | 0.5¢ | 100% | 3 Aug 2001 | 29 Aug 2001 | - | - | - |
| Interim | 0.5¢ | 100% | 21 Feb 2001 | 19 Mar 2001 | - | - | - |
See all dividends from InvestSMART Group Limited (INV) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.
| Year to Jun | NPAT | EPS | EPS chg (%) | PER | DPS | Yield (%) | Franking (%) |
|---|---|---|---|---|---|---|---|
| 2026A | -$0.58 | -$0.50 | -471.40% | 0.00 | 0.00 | 0.00% | 0.0% |
| 2025A | $0.20 | $0.10 | -129.20% | 83.40 | 0.00 | 0.00% | 0.0% |
| 2024A | -$0.53 | -$0.50 | -45.50% | 0.00 | 0.00 | 0.00% | 0.0% |
| Company | Mkt Cap | EPS Growth (%) | P/E (%) | Dividend Yield (%) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2024 A | 2025 A | 2026 A | 2024 A | 2025 A | 2026 A | 2024 A | 2025 A | 2026 A | ||
| GQG Partners Inc. (GQG) | $3,239M | -0.0055 | -0.1378 | -0.1348 | 4.6281 | 5.3676 | 6.2040 | 20.05% | 17.05% | 14.79% |
| InvestSMART Group Limited (INV) | $16M | -4.7143 | 0.0000 | 0.0000 | 0.0000 | 0.0000 | 0.0000 | 0.00% | 0.00% | 0.00% |
| L1 Group Limited (L1G) | $3,080M | 4.8257 | -0.0661 | 0.1197 | 18.8976 | 20.2361 | 18.0723 | 2.50% | 4.27% | 4.62% |
| Netwealth Group Limited (NWL) | $4,550M | -0.4920 | 1.3378 | 0.1778 | 76.7924 | 32.8488 | 27.8898 | 2.27% | 2.42% | 2.85% |
| Pinnacle Investment Management Group Limited (PNI) | $3,263M | -0.0753 | 0.5076 | 0.2027 | 23.4662 | 15.5650 | 12.9421 | 4.43% | 5.60% | 6.62% |
| Earnings | P/E Ratio | P/B Ratio | P/E Growth | |
|---|---|---|---|---|
| Company | 0.00 | 0.00 | 2.82 | 0.00 |
| Market | 0.33 | 13.80 | 1.17 | 0.79 |
| Sector | 0.27 | 12.70 | 1.01 | 0.83 |
| Name | Position | Start Date |
|---|---|---|
| Mr Peter Ron Hodge | Chief Executive Officer, Managing Director | 31 Aug 2015 |
| Mr Michael H Shepherd | Non-Executive Director | 1 Mar 2014 |
| Ms Effie Zahos | Non-Executive Director | 30 Sep 2024 |
| Mr Paul Hugh Clitheroe | Non-Executive Director, Non-Executive Chairman | 26 Nov 2014 |
| Date of change | Director | Buy/Sell | Security Type | Qty | Trade Price | Value |
|---|---|---|---|---|---|---|
| 23 Feb 2026 | ZAHOS, Effie | Buy | Direct Shares | 90,000 | $0.108 | $9,742.385 |
| 13 Nov 2024 | HODGE, Peter | Buy | Indirect Shares | 10,000 | $0.120 | $1,200.000 |
| 11 Nov 2024 | HODGE, Peter | Buy | Indirect Shares | 50,000 | $0.120 | $6,000.000 |
See all changes in directors' interest & trades for InvestSMART Group Limited (INV) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.
| Name | Position |
|---|---|
| Belinda Barnes | Company Secretary |
Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in InvestSMART Group Limited (INV). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.
| Holding | Name |
|---|---|
| 19,834,660 (13.90%) | Leyland Private Asset Management Pty Ltd |
| 18,200,617 (12.72%) | Perpetual Limited and subsidiaries |
| 13,704,969 (9.90%) | Ron Hodge |
| Date | Event |
|---|---|
| 18 August 2027 | Report (Annual) |
| 18 August 2027 | Report (Prelim) |
| 17 February 2027 | Report (Interim) |
| 28 September 2026 | Issued Shares |
DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.
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