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InvestSMART Conservative fund offer closes 30th April 2021. Find out more.
InvestSMART Group

Shareholder Centre - InvestSMART Group Limited

Governance Documents

The following are the InvestSMART Group Limited (INV) governance documents.
Date Description Download PDF
Nov 2020 Nomination & Remuneration Committee Charter
Jul 2020 Audit, Risk and Compliance Committee Charter
Jul 2020 Board Charter
Feb 2020 Code of Conduct
Jun 2020 Securities Trading and Prevention of Insider Trading Policy
Apr 2020 Continuous Disclosure Policy
Jul 2020 Diversity Policy
Apr 2020 Environmental, Social and Governance Policy
Apr 2020 Staff Trading and Investing Policy
Mar 2020 Continuing Professional Development Policy
Jul 2020 Whistleblower Policy
The following are the InvestSMART Group Limited (INV) annual reports.
Date Description Download PDF
Jun 2020 InvestSMART Annual Report 2020
Jun 2019 InvestSMART Annual Report 2019
Jun 2018 InvestSMART Annual Report 2018
Jun 2017 InvestSMART Annual Report 2017
Jun 2016 InvestSMART Annual Report 2016
Jun 2015 InvestSMART Annual Report 2015
Jun 2014 InvestSMART Annual Report 2014
Jun 2013 InvestSMART Annual Report 2013
The following are the InvestSMART Group Limited (INV) PMA reports.
Date Description Download PDF
Jun 2020 Professionally Managed Accounts Annual Report
Jun 2019 Professionally Managed Accounts Annual Report
Dec 2019 Professionally Managed Accounts Half-Year Report
Dec 2020 Professionally Managed Accounts Half-Year Report