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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 2010-11-14 AGM Information
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
Chairman`s Address to Shareholders 4 pages ?Kb
AGM Information Classification · 100% confidence The document is titled 'Chairman’s Address to AGM' and is dated 15 November 2010. It is addressed to the Companies Announcements Officer at ASX Limited and explicitly states it is the Chairman’s AGM Address. The content discusses the company's performance since the last AGM, changes in management, portfolio strategy, and responses to shareholder concerns. It is a speech or presentation given at the Annual General Meeting, not a full annual report or financial statement. The document length is 11,442 characters, which is consistent with a detailed AGM address but not a full financial report. There is no indication that this is an announcement of a report or a certification. Therefore, this document fits the category of AGM Information (AGM-R).
2010-11-14 English
Merricks Capital Presentation 13 pages ?Kb
Investor Presentation Classification · 95% confidence The document is a detailed presentation by Merricks Capital about their Special Opportunity Fund, including investment strategy, current investments, timelines, risks, and background on involved companies. It contains extensive financial and strategic information aimed at investors, describing fund structure, investment theses, and market outlook. There is no indication that this is an official regulatory filing, audit report, or earnings release. It is not a formal annual or interim report but rather a comprehensive investor-focused presentation. The length (13,591 characters) and content support classification as an Investor Presentation (IP).
2010-11-14 English
Change in substantial holding for IEF 4 pages ?Kb
Regulatory Filings
2010-11-14 English
Net Tangible Asset Backing 1 page ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'FAT Prophets Australia Fund Limited NTA Release as at 31 October 2010' and provides detailed information about the fund's net tangible asset backing, investment mandate, portfolio composition, and performance metrics as of a specific date. It includes financial data such as pre-tax and post-tax net asset backing per share, monthly returns, and portfolio weights. The document is relatively short (3370 characters) and focuses on summarizing the fund's financial position and investment strategy at a point in time. This aligns with the definition of a Net Asset Value (NAV) report, which provides regular updates of the NAV primarily for investment funds. There is no indication that this is an announcement of a report or a regulatory filing, nor does it fit other categories such as annual or interim reports, earnings releases, or presentations. Therefore, the most appropriate classification is NAV.
2010-11-11 English
Company Secretary Appointment/Resignation 1 page ?K
Board/Management Information Classification · 100% confidence The document is a short announcement from Fat Prophets Australia Fund Limited regarding a change in company secretary and public officer. It is addressed to the ASX and titled 'Notice of Change of Company Secretary and Public Officer.' There is no financial data, report, or detailed management discussion. This fits the category of Board/Management Information (MANG), which covers announcements of changes in senior management or board members. The document length is only 718 characters, confirming it is a brief announcement rather than a full report.
2010-11-09 English
Change of Director`s Interest Notice 2 pages ?Kb
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rules and the Corporations Act. It details changes in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the interest, and transaction details. This matches the definition of a Director's Dealing report, which involves reporting personal share transactions by company directors and executives. The document length is 2860 characters, which is consistent with a notice rather than a full report. Therefore, the appropriate classification is Director's Dealing (DIRS).
2010-10-21 English

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