Investsmart Group Ltd (inv) Logo

Investsmart Group Ltd (INV)

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INV ASX Chart

Snapshot

InvestSMART Group Limited (INV, formerly Australasian Wealth Investments Limited) has built Australia's premier direct to investor wealth platform focused on digital investment advice. The Company's proprietary wealth platform helps clients achieve their financial goals through its low fee funds, content, and tools ecosystem, 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
2024 YTD
1 Year
vs Sector (1yr) -55.82%
vs ASX 200 (1yr) -46.96%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,471 of 2,383
Sector Rank 473 of 599

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies CETF / GPEQ / WLS
EPS -$0.009
DPS $0.00
Book Value Per Share $0.031

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
15/08/2024 Report (Prelim)
15/08/2024 Report (Annual)
26/02/2025 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
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 $0.140 $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 $0.340 $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 $0.250 $52,500 Directors' share plan
14/09/21 Peter Hodge Buy +206,424 $0.300 $61,927 On-market trade
04/06/21 Peter Hodge Buy +150,000 $0.180 $27,000 On-market trade
03/06/21 Peter Hodge Buy +143,700 $0.180 $25,866 On-market trade
01/06/21 Peter Hodge Buy +500,000 $0.170 $85,155 On-market trade
31/05/21 Peter Hodge Transfer 13,004,969 $0.180 $2,340,894 Off-market transfer
31/05/21 Peter Hodge Transfer 13,004,969 $0.180 $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 $0.150 $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 $0.170 $2,091,000 Off-market transfer
03/03/21 Peter Hodge Transfer 12,300,000 $0.170 $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 $0.090 $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 $0.070 $35,000 On-market trade
09/03/20 Peter Hodge Buy +500,000 $0.070 $35,000 On-market trade
30/10/19 Peter Hodge Buy +140,000 $0.120 $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 $0.100 $5,000 On-market trade
18/10/19 Peter Hodge Buy +11,497 $0.100 $1,150 On-market trade
17/10/19 Kevin Moore Buy +155,000 $0.100 $15,485 On-market trade
17/10/19 Peter Hodge Buy +165,821 $0.100 $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 $0.270 $5,400 On-market trade
13/09/17 Peter Hodge Buy +8,334 $0.280 $2,334 On-market trade
29/08/17 Peter Hodge Buy +10,000 $0.270 $2,700 On-market trade
15/03/17 Peter Hodge Buy +4,752 $0.320 $1,521 On-market trade
03/03/17 Peter Hodge Buy +189,693 $0.317 $60,076 On-market trade
31/03/16 Michael Shepherd Buy +100,000 $0.250 $25,000 On-market trade
08/09/15 Peter Hodge Issued 4,166,666 $0.250 $1,041,667 Issue of securities
28/04/15 Michael Shepherd Buy +35,553 $0.290 $10,310 On-market trade
21/04/15 Michael Shepherd Buy +64,447 $0.260 $16,762 On-market trade
17/02/15 John Reynold Transfer 295,576 $0.200 $59,115 Off-market transfer
17/02/15 John Reynold Transfer 295,576 $0.200 $59,115 Off-market transfer
18/12/14 Paul Clitheroe Issued 4,000,000 $0.250 $1,000,000 Issue of securities
15/12/14 Michael Shepherd Buy +100,000 $0.245 $24,500 On-market trade
12/12/14 Paul Clitheroe Buy +1,000,000 $0.250 $250,000 On-market trade
17/11/14 Andrew Barnes Transfer 6,987,907 $0.210 $1,467,460 Off-market transfer
17/11/14 Andrew Barnes Transfer 6,987,907 $0.210 $1,467,460 Off-market transfer
30/06/14 John Reynold Buy +145,576 $0.250 $36,394 On-market trade
07/05/14 Andrew Barnes Buy +50,000 $0.300 $15,000 On-market trade
06/05/14 Andrew Barnes Buy +50,000 $0.300 $15,000 On-market trade
30/04/14 Andrew Barnes Buy +40,000 $0.300 $12,000 On-market trade
28/04/14 Andrew Barnes Buy +60,000 $0.300 $18,000 On-market trade

Director Interests

The current holdings of INV directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Peter Hodge 06/12/2023 0 14,901,760 N/A N/A
Paul Clitheroe 30/06/2023 N/A 5,000,000 N/A N/A
Michael Shepherd 30/06/2023 N/A 600,000 N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Aug 2, 2023.

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 17,559,194 12.43%
Mrs Robin Anne Owles & Mr Peter Ronald Hodge <Hodge Family Super Fund A/C> 9,338,427 6.61%
Vadina Pty Limited <Jordan Super Fund A/C> 4,940,000 3.50%
Robin Anne Owles & Ron Peter Hodge <Hodge Family No 2 A/C> 4,566,666 3.23%
Harriette & Co Pty Ltd <Harriette Investment A/C> 4,100,000 2.90%
Mr Paul Hugh Clitheroe 4,000,000 2.83%
Toronto Cove Pty Ltd 4,000,000 2.83%
Cameron Richard Pty Ltd <Cameron Richard Super A/C> 3,838,517 2.72%
Belike Nominees Pty Limited <Share Plan A/C> 3,760,765 2.66%
Myall Resources Pty Ltd <Myall Group Super Fund A/C> 3,300,000 2.34%
S M & R W Brown Pty Ltd <Robert & Sally Brown Sf A/C> 3,091,000 2.19%
Mrs Antonia Caroline Collopy 3,017,928 2.14%
Alastair John Davidson And Elizabeth Jane Denning <Davidson Holding A/C> 3,000,000 2.13%
Netwealth Investments Limited (Wrap Services A/C) 2,797,747 1.98%
Poole Family Pty Ltd <Poole Family SMSF A/C> 2,777,778 1.98%
Mr Peter Raymond Davies 2,600,000 1.84%
Pendex Pty Ltd <Patcaielitrust A/C> 2,301,991 1.63%
Frohshiber Pty Ltd 2,160,000 1.53%
Stuart Andrew Pty Ltd <Campaspe Family A/C> 2,124,660 1.50%
Leyland Private Asset Management Pty Ltd 2,000,000 1.42%
Onmell Pty Ltd <Onm Bpsf A/C> 1,800,000 1.27%

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 324 230 145 222 127 1,048

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 02/08/2023 25,138,492 18.94
Perpetual Limited and subsidiaries 02/08/2023 16,276,418 11.70
Ron Hodge 02/08/2023 13,704,969 9.90

Shareholders Buying

12 month transaction history compiled from ASX announcements.

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

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
2023 $0.170 30 June
2022 $0.240 30 June
2021 $0.215 30 June
2020 $0.074 30 June
2019 $0.062 28 June
2018 $0.190 29 June
2017 $0.300 28 June
2016 $0.300 28 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.