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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 2007-09-13 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 2 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'August 2007 NTA Release' and provides detailed information on the Net Tangible Assets (NTA) of the Fat Prophets Australia Fund Limited as of 31 August 2007. It includes performance commentary, top holdings, and detailed financial metrics such as before and after tax NTA per share, comparisons to benchmarks, and portfolio changes. The content is focused on the fund's net asset value and performance for a specific month, which aligns with the definition of a Net Asset Value (NAV) update. The document is about 6987 characters long, which is substantive and contains actual financial data, not just an announcement or summary. Therefore, it fits the category of a Net Asset Value (NAV) report rather than a report publication announcement or regulatory filing.
2007-09-13 English
Appendix 3B 7 pages ?Kb
Share Issue/Capital Change Classification · 100% confidence The document is titled 'Appendix 3B New issue announcement' and contains detailed information about the issuance of new securities, including the class, number, terms, issue price, purpose, and quotation application for additional securities. It references ASX rules and includes sections typical of a securities issuance announcement such as underwriting, broker fees, and quotation agreements. The document is regulatory in nature, focused on announcing a new share issue and application for quotation rather than providing financial results or management commentary. It is not a full financial report, earnings release, or management discussion. The content aligns with announcements related to new share issues or capital changes. Therefore, the appropriate classification is 'Share Issue/Capital Change' (SHA). The document length (9625 characters) supports it being a full announcement rather than a brief notice or report publication announcement.
2007-09-11 English
Preliminary Final Report and 2007 Annual Report 53 pages ?Kb
Annual Report Classification · 100% confidence The document is titled 'Appendix 4E Preliminary Final Report to the Australian Stock Exchange' and includes detailed financial results for the year ended 30 June 2007, including revenue, profit, dividends, net tangible asset backing, and other financial metrics. It references an attached Annual Report and contains sections typical of an annual report such as Chairman's Report, Investment Manager's Report, Corporate Governance Statement, Directors' Report, Income Statement, Balance Sheet, Cash Flow Statement, Notes to Financial Statements, Directors' Declaration, and Independent Audit Report. The document length is substantial (15,000 characters) and contains actual financial data and analysis for a full fiscal year. This matches the definition of an Annual Report (10-K) rather than a report publication announcement or a regulatory filing. Therefore, the correct classification is Annual Report (10-K).
2007-08-29 English
Becoming a substantial holder 7 pages ?Kb
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of Initial Substantial Holder filed under the Corporations Act 2001. It details the substantial shareholding of Officium Investments Pty Ltd in Fat Prophets Australia Fund Limited, including voting power, relevant interests, registered holders, consideration, and associates. The form is a regulatory notification about a change in significant share ownership levels, which matches the definition of Major Shareholding Notification (MRQ). The document is not an announcement of a report, nor is it a financial report or management information. It is a formal regulatory filing specifically about substantial shareholding.
2007-08-20 English
Net Tangible Asset Backing 3 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'July 2007 NTA Release' and provides detailed information on the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of 31 July 2007. It includes performance commentary, top holdings, and investment decisions. The content is a regular update on the fund's net asset value and performance rather than a full annual or interim report. The document length is 7582 characters, which is sufficient for a substantive report. The focus on NTA and monthly performance aligns with the definition of a Net Asset Value (NAV) update, which is primarily for investment funds providing regular NAV updates. There is no indication that this is an announcement of a report or a certification, so it is not RPA or RNS. Therefore, the appropriate classification is NAV.
2007-08-13 English
Change to Ethical Investment Policy 1 page ?Kb
Environmental & Social Information Classification · 85% confidence The document is titled 'ETHICAL INVESTMENT POLICY' and discusses a change in the investment screening criteria of the Fat Prophets Australia Fund Limited, specifically that it will no longer market itself as a specialised ethical investment product. It mentions the fund's approach to environmental, social, and governance issues but does not contain financial statements, regulatory certifications, voting results, or detailed financial data. The document is short (937 characters) and appears to be an announcement or policy update rather than a full report or detailed filing. It does not fit into categories like Annual Report, Interim Report, Earnings Release, or Governance Information. Given the content and length, it best fits under Environmental & Social Information (SR) as it relates to ESG considerations and investment policy changes regarding ethical investment.
2007-08-09 English

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