INV ASX Chart
Snapshot
InvestSMART Group Limited (INV) 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 | |
| 2025 YTD | |
| 1 Year | |
| vs Sector (1yr) | -44.84% |
| vs ASX 200 (1yr) | -29.47% |
Size
|
Market Cap
Excludes mandatory escrowed shares and foreign shares.
|
|
| ASX Rank | 1,591 of 2,326 |
| Sector Rank | 550 of 671 |
Announcements
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 |
|---|---|
| 27/08/2025 | Report (Prelim) |
| 27/08/2025 | Report (Annual) |
| 19/02/2026 | 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
Sponsored Financial Content
Dividend History
DPS and Yield calculations use the Pay Date.
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.
Director Interests
The current holdings of INV directors.
Shareholder Info
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 (%) |
|---|---|---|---|
| Perpetual Limited and subsidiaries | 06/08/2024 | 16,276,418 | 11.70 |
| Ron Hodge | 06/08/2024 | 13,704,969 | 9.90 |
| Leyland Private Asset Management Pty Ltd | 20/03/2025 | 19,839,660 | 13.90 |
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.
| Date | Name | Sold | Previous % | New % |
|---|---|---|---|---|
| 20-03-25 | Leyland Private Asset Management Pty Ltd | 5,298,832 | 18.9 | 13.9 |
Historical Data
Share Price History
| Date | Close | Change | %Chg | Open | High | Low | Volume | Turnover |
|---|---|---|---|---|---|---|---|---|
Historical Data
| Year | Closing Price | Last Trade |
|---|---|---|
| 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 |
Important note:
All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)
All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.