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INVESTSMART GROUP LIMITED — Investor Relations & Filings

Ticker · INV ISIN · AU000000INV5 ASX Financial and insurance activities
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Filings indexed 972 across all filing types
Latest filing 2011-08-11 Net Asset Value
Country AU Australia
Listing ASX INV

About INVESTSMART GROUP LIMITED

https://www.investsmart.com.au

InvestSmart Group Limited provides digital wealth management services and financial technology solutions. The company offers a suite of investment tools, research, and portfolio management services designed for self-directed investors. Its core offerings include automated investment portfolios, primarily focused on exchange-traded funds (ETFs), and subscription-based financial content through brands such as Intelligent Investor and Eureka Report. The platform integrates data-driven portfolio tracking, performance reporting, and investment research to assist users in managing their wealth. The company emphasizes low-cost investment strategies and provides educational resources to support informed financial decision-making. Its services cater to individuals seeking transparent, technology-led wealth management and independent investment analysis.

Recent filings

Filing Released Lang Actions
Net Tangible Asset Backing 1 page 355.0KB
Net Asset Value Classification · 95% confidence The document is titled 'Merricks Capital Special Opportunity Fund Limited NTA Release as at 31 July 2011' and provides detailed information about the fund's net tangible asset backing, asset allocation, invested portfolio, and performance metrics. It includes specific financial data such as pre-tax and post-tax NTA per share, monthly returns, and portfolio composition. The document is a summary report of the fund's financial position at a specific date, which aligns with the definition of a Net Asset Value (NAV) update. The document length is 3698 characters, which is relatively short but contains substantive financial data rather than just an announcement or link to a report. Therefore, it is not a report publication announcement or a regulatory filing. The content is consistent with a NAV report, which regularly updates the Net Asset Value primarily for investment funds.
2011-08-11 English
ASX Appendix 3Y query and response 3 pages 142.3KB
Regulatory Filings Classification · 95% confidence The document is a letter from Merricks Capital Special Opportunity Fund Limited responding to a query from ASX Compliance Pty Limited regarding late lodgement of director share trading notices (Appendices 3Y). The content focuses on compliance with ASX Listing Rules 3.19A and 3.19B about director disclosures of share transactions and the company's arrangements to ensure timely reporting. There are no financial statements, earnings data, or report attachments. The document is a regulatory compliance communication addressing a breach and corrective measures, typical of a Regulatory Filing (RNS). It is not an annual report, audit report, earnings release, or any other financial report type. The length (6033 characters) and content confirm it is a detailed regulatory response rather than a brief announcement or a report publication notice.
2011-08-07 English
Change in substantial holding 3 pages 45.0KB
Regulatory Filings
2011-08-03 English
Change of Director`s Interest Notice 2 pages 75.1KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details a director's indirect acquisition of shares, including dates, number of shares before and after the change, and the nature of the transaction. There is no financial performance data, earnings information, or management discussion. The content strictly relates to a director's personal share transactions. According to the filing definitions, this matches the 'Director's Dealing' category, which covers reports of personal share transactions by company directors and executives (insider trades). The document length is 3415 characters, which is consistent with a detailed notice rather than a brief announcement or a full report. Therefore, the correct classification is DIRS with high confidence.
2011-07-27 English
Change of Director`s Interest Notice 2 pages 74.8KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details a director's acquisition of shares, including the number of shares held before and after the transaction, the date of change, and the nature of the transaction (on-market acquisition). This is a report of a personal share transaction by a company director, which fits the definition of 'Director's Dealing'. The document length is 3396 characters, which is consistent with a detailed notice rather than a brief announcement or a full report. Therefore, the correct classification is DIRS (Director's Dealing).
2011-07-27 English
Net Tangible Asset Backing 1 page 97.9KB
Fund Information / Factsheet Classification · 95% confidence The document is titled 'NTA Release as at 30 June 2011' for Merricks Capital Special Opportunity Fund Limited. It provides a summary of the Net Tangible Asset (NTA) backing, asset allocation, invested portfolio, and fund service providers. The content is a brief factsheet summarizing key financial and investment information about the fund as of a specific date. The document length is 3443 characters, which is relatively short and consistent with a factsheet rather than a full report. There is no indication of detailed financial statements or comprehensive analysis typical of annual or interim reports. The document is clearly a brief summary of key facts and financials for investors. Therefore, the most appropriate classification is Fund Information / Factsheet (FS).
2011-07-13 English

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