Investsmart Group Ltd (inv) Logo

Investsmart Group Ltd (INV)

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INV ASX Chart

Snapshot

InvestSMART Group Limited (INV) 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.

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2026 YTD
1 Year
vs Sector (1yr) +39.98%
vs ASX 200 (1yr) +37.11%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,663 of 2,338
Sector Rank 609 of 746

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies FSIGA / DCL / NCCGA
EPS $0.425
DPS $0.00
Book Value Per Share $3.658

Broker Consensus

INV is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office Sydney NSW 2000
Website www.investsmart.com.au
Registry Automic Group
Auditor BDO Audit Pty Ltd
Date Listed 12 Apr 2006

Upcoming Calendar (Forecasted)

Date Event
26/08/2026 Report (Prelim)
17/02/2027 Report (Interim)

Former Company Names

  • Australasian Wealth Investments Limited (AWI), 19/05/2016
  • Australasian Wealth Investments Limited (AWK), 09/01/2014
  • Merricks Capital Special Opportunity Fund Limited (MEF), 13/06/2013
  • Fat Prophets Australia Fund Limited (FAT), 23/11/2010

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.

See Upcoming Dividends for all ASX companies.

Directors & Management

Directors

Management

Director Transactions

INV directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
23/02/26 Effie Zahos Buy +90,000 $0.108 $9,742 On-market trade
13/11/24 Peter Hodge Buy +10,000 $0.12 $1,200 On-market trade
11/11/24 Peter Hodge Buy +50,000 $0.12 $6,000 On-market trade
06/12/23 Peter Hodge Issued 166,667 $0.145 $24,167 Issued under employee share plan
14/09/23 Peter Hodge Buy +5,000 $0.175 $875 On-market trade
13/09/23 Peter Hodge Buy +5,000 $0.175 $875 On-market trade
11/09/23 Peter Hodge Buy +23,457 $0.157 $3,685 On-market trade
08/09/23 Peter Hodge Buy +15,220 $0.14 $2,131 On-market trade
07/09/23 Peter Hodge Buy +1,323 $0.133 $176 On-market trade
08/12/22 Peter Hodge Issued 120,000 $0.34 $40,800 Directors' share plan
28/11/22 Peter Hodge Buy +150,000 $0.297 $44,608 On-market trade
08/12/21 Peter Hodge Issued 210,000 $0.25 $52,500 Directors' share plan
14/09/21 Peter Hodge Buy +206,424 $0.30 $61,927 On-market trade
04/06/21 Peter Hodge Buy +150,000 $0.18 $27,000 On-market trade
03/06/21 Peter Hodge Buy +143,700 $0.18 $25,866 On-market trade
01/06/21 Peter Hodge Buy +500,000 $0.17 $85,155 On-market trade
31/05/21 Peter Hodge Transfer 13,004,969 $0.18 $2,340,894 Off-market transfer
31/05/21 Peter Hodge Transfer 13,004,969 $0.18 $2,340,894 Off-market transfer
31/05/21 Peter Hodge Buy +200,000 $0.165 $33,084 On-market trade
09/03/21 Peter Hodge Buy +4,969 $0.15 $745 On-market trade
04/03/21 Peter Hodge Buy +268,374 $0.157 $42,247 On-market trade
03/03/21 Peter Hodge Buy +431,626 $0.156 $67,324 On-market trade
03/03/21 Peter Hodge Transfer 12,300,000 $0.17 $2,091,000 Off-market transfer
03/03/21 Peter Hodge Transfer 12,300,000 $0.17 $2,091,000 Off-market transfer
17/12/20 Peter Hodge Buy +2,403,334 $0.085 $204,283 On-market trade
16/12/20 Peter Hodge Buy +241,666 $0.085 $20,541 On-market trade
15/12/20 Peter Hodge Buy +800,000 $0.085 $68,000 On-market trade
11/12/20 Peter Hodge Buy +58,334 $0.085 $4,958 On-market trade
31/08/20 Peter Hodge Buy +300,000 $0.077 $23,100 On-market trade
10/06/20 Peter Hodge Buy +92,304 $0.095 $8,768 On-market trade
01/06/20 Peter Hodge Buy +333,555 $0.087 $29,071 On-market trade
28/05/20 Peter Hodge Buy +374,141 $0.087 $32,498 On-market trade
28/05/20 Peter Hodge Buy +10,130 $0.09 $911 On-market trade
27/05/20 Peter Hodge Buy +40,000 $0.086 $3,430 On-market trade
25/05/20 Peter Hodge Buy +2,500 $0.075 $187 On-market trade
20/05/20 Peter Hodge Buy +27,077 $0.075 $2,030 On-market trade
19/05/20 Peter Hodge Buy +150,293 $0.075 $11,269 On-market trade
09/03/20 Peter Hodge Buy +500,000 $0.07 $35,000 On-market trade
09/03/20 Peter Hodge Buy +500,000 $0.07 $35,000 On-market trade
30/10/19 Peter Hodge Buy +140,000 $0.12 $16,800 On-market trade
23/10/19 Peter Hodge Buy +110,422 $0.101 $11,142 On-market trade
21/10/19 Peter Hodge Buy +50,000 $0.10 $5,000 On-market trade
18/10/19 Peter Hodge Buy +11,497 $0.10 $1,150 On-market trade
17/10/19 Kevin Moore Buy +155,000 $0.10 $15,485 On-market trade
17/10/19 Peter Hodge Buy +165,821 $0.10 $16,582 On-market trade
13/09/19 Peter Hodge Buy +923,988 $0.075 $69,299 On-market trade
14/06/19 Peter Hodge Buy +45,727 $0.088 $4,024 On-market trade
13/06/19 Peter Hodge Buy +106,905 $0.088 $9,408 On-market trade
06/06/19 Peter Hodge Buy +37,121 $0.096 $3,564 On-market trade
05/06/19 Peter Hodge Buy +2,000 $0.096 $192 On-market trade
04/06/19 Peter Hodge Buy +4,445 $0.096 $427 On-market trade
03/06/19 Peter Hodge Buy +5,000 $0.096 $480 On-market trade
31/05/19 Peter Hodge Buy +3,250 $0.096 $312 On-market trade
30/05/19 Peter Hodge Buy +200,000 $0.096 $19,100 On-market trade
29/05/19 Peter Hodge Buy +50,000 $0.096 $4,800 On-market trade
28/05/19 Peter Hodge Buy +50,000 $0.096 $4,800 On-market trade
27/05/19 Peter Hodge Buy +2,500 $0.095 $238 On-market trade
24/05/19 Peter Hodge Buy +17,324 $0.087 $1,507 On-market trade
08/05/19 Kevin Moore Buy +93,000 $0.098 $9,119 On-market trade
06/09/18 Peter Hodge Buy +150,000 $0.185 $27,790 On-market trade
03/09/18 Kevin Moore Buy +100,000 $0.185 $18,467 On-market trade
31/08/18 Peter Hodge Buy +5,666 $0.182 $1,034 On-market trade
13/03/18 Kevin Moore Buy +23,545 $0.294 $6,923 On-market trade
27/02/18 Peter Hodge Buy +8,559 $0.302 $2,588 On-market trade
13/09/17 Peter Hodge Buy +20,000 $0.27 $5,400 On-market trade
13/09/17 Peter Hodge Buy +8,334 $0.28 $2,334 On-market trade
29/08/17 Peter Hodge Buy +10,000 $0.27 $2,700 On-market trade
15/03/17 Peter Hodge Buy +4,752 $0.32 $1,521 On-market trade
03/03/17 Peter Hodge Buy +189,693 $0.317 $60,076 On-market trade

Director Interests

The current holdings of INV directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Effie Zahos 23/02/2026 90,000 N/A N/A N/A
Paul Clitheroe 27/08/2025 N/A 5,000,000 N/A N/A
Peter Hodge 27/08/2025 N/A 14,961,760 N/A N/A
Michael Shepherd 27/08/2025 N/A 600,000 N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Aug 8, 2025.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Hsbc Custody Nominees (Australia) Limited 19,426,727 13.58%
Mrs Robin Anne Owles & Mr Peter Ronald Hodge Chodge Family Super Fund A/C> 9,898,427 6.92%
Vadina Pty Limited <Jordan Super Fund A/C> 4,940,000 3.45%
Robin Anne Owles & Ron Peter Hodge <Hodge Family No 2 A/C> 4,566,666 3.19%
Harriette & Co Pty Ltd <Harriette Investment A/C> 4,100,000 2.87%
Mr Paul Hugh Clitheroe 4,000,000 2.80%
Toronto Cove Pty Ltd 4,000,000 2.80%
Cameron Richard Pty Ltd <Cameron Richard Super A/C> 3,962,292 2.77%
Myall Resources Pty Ltd <Myall Group Super Fund A/C> 3,898,108 2.73%
Belike Nominees Pty Limited <Share Plan A/C> 3,760,765 2.63%
S M & R W Brown Pty Ltd <Robert & Sally Brown Sf A/C> 3,091,000 2.16%
Mrs Antonia Caroline Collopy 3,017,928 2.11%
Alastair John Davidson & Elizabeth Jane Denning <Davidson Holding A/C> 3,000,000 2.10%
BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> 2,988,335 2.09%
Poole Family Pty Ltd <Poole Family Smsf A/C> 2,777,778 1.94%
Leyland Private Asset Management Pty Ltd 2,750,000 1.92%
Netwealth Investments Limited <Wrap Services A/C> 2,702,747 1.89%
Pen Dex Pty Ltd <Patcaielitrust A/C> 2,301,991 1.61%
Frohshiber Pty Ltd 2,268,326 1.59%
Stuart Andrew Pty Ltd <Campaspe Family A/C> 2,124,660 1.49%
Mr Andrew Ward 1,803,333 1.24%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 314 218 124 197 121 974

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.

Name Last Notice Total Shares Shares Held (%)
Leyland Private Asset Management Pty Ltd 08/08/2025 19,834,660 13.90
Ron Hodge 08/08/2025 13,704,969 9.90
Perpetual Limited and subsidiaries 10/11/2025 18,200,617 12.72

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
10-11-25 Perpetual Limited and subsidiaries 1,924,199 11.70 12.72

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2025 $0.105 30 June
2024 $0.10 28 June
2023 $0.17 30 June
2022 $0.24 30 June
2021 $0.215 30 June
2020 $0.074 30 June
2019 $0.062 28 June
2018 $0.19 29 June
2017 $0.30 30 June
2016 $0.30 30 June
2015 $0.30 30 June
2014 $0.26 30 June
INV Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.