InvestSMART Group Limited (INV) - Research

$0.087 0.002 (2.35%)

INV General Information +

ASX Code INV
Website http://www.investsmart.com.au
GICS Sub-Industry Asset Management & Custody Banks
Market Cap ($M) 11
Current Price $0.087
Day High $0.088
Day Low $0.087
Last Close $0.085
Price Movement $0.00 ( 2.35% )
Prices as at 16:40, 24 May 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

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
InvestSMART Group (INV) $12M -0.8229 0.0000 0.0000 50.0000 0.0000 0.0000 0.00% 0.00% 0.00%
Magellan Financial Group (MFG) $7,997M 0.3568 0.2415 0.0692 29.1712 23.4964 21.9757 2.98% 3.82% 4.08%
Netwealth Group (NWL) $2,265M 0.0000 0.7077 0.3340 112.7811 66.0430 49.5065 0.56% 1.20% 1.60%
Pendal Group (PDL) $2,496M 0.1207 -0.2785 0.1198 10.8922 15.0962 13.4810 6.62% 5.86% 6.31%
Platinum Asset Mgmt (PTM) $2,845M 0.0325 -0.1645 0.0782 14.8001 17.7137 16.4295 6.60% 5.60% 5.95%

INV Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.43 51.20 1.06 0.00
Market 0.67 14.40 1.19 1.03
Sector 0.96 13.00 1.03 1.53

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
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