InvestSMART Group Limited (INV) - Research

$0.100
Prices as at 16:40, 18 Apr 2019

INV Current Share Price+

Current Price $0.100
Open $0.000
High $0.000
Low $0.000
Last Close $0.100
Volume 0
Price Movement - ( No change )
  • +Security prices are delayed by at least 20 minutes and are indicative only.

INV General Information

InvestSMART Group Limited
INV
http://www.investsmart.com.au
Asset Management & Custody Banks
13
133

INV Company Overview

Business Description

InvestSMART Group Limited (INV, formerly Australasian Wealth Investments Limited) is a provider of general financial advice to retail clients and self-managed superfunds. It provides share research and portfolio management tools to private investors as well as offering rebates on commissions on certain managed funds and life insurance products. The business has portfolios of 109,472 members.

INV Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2018 A 0.23 0.20 -82.30% 155.80 0.00 0.00% 0.0%
2017 A 1.06 1.00 500.00% 32.20 0.00 0.00% 0.0%
2016 A 0.18 0.20 0.00% 164.80 0.00 0.00% 0.0%

INV Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2016 A 2017 A 2018 A 2016 A 2017 A 2018 A 2016 A 2017 A 2018 A
IOOF (IFL) $2,324M 0.5416 0.0113 0.0469 12.2661 12.1290 11.5856 8.16% 7.53% 7.55%
InvestSMART Group (INV) $13M -0.8229 0.0000 0.0000 58.8235 0.0000 0.0000 0.00% 0.00% 0.00%
Magellan Financial Group (MFG) $7,261M 0.3568 0.2415 0.0692 26.4841 21.3319 19.9513 3.28% 4.21% 4.49%
Pendal Group (PDL) $2,767M 0.1207 -0.1712 0.1015 12.0716 14.5655 13.2239 5.98% 5.72% 6.21%
Platinum Asset Mgmt (PTM) $2,863M 0.0325 -0.1645 0.0782 14.8917 17.8232 16.5312 6.56% 5.57% 5.91%

INV Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.46 58.80 1.22 0.00
Market 0.67 14.50 1.21 1.11
Sector 0.95 13.30 1.01 1.81

INV Directors

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
Mr Kevin Moore Non-Executive Director 1 Dec 2017
Mr Paul Hugh Clitheroe Non-Executive Director, Non-Executive Chairman 26 Nov 2014

INV Management

Name Position
Catherine Teo Company Secretary,General Counsel

INV Substantial Shareholders

Holding Name
25,138,492 (18.94%) Leyland Private Asset Management Pty Ltd
18,539,432 (14.55%) Perpetual Limited and subsidiaries
7,521,739 (6.19%) Discovery Asset Management Pty Ltd

INV Calendar of Events

Date Event
27 February 2020 Report (Interim)
18 October 2019 Report (Annual)
29 August 2019 Report (Prelim)

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.

Data shown on this website is sourced by Morningstar
© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only.