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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 2005-09-13 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
August 2005 NTA and Managers Commentary 5 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'AUGUST 2005 NTA RELEASE' and contains detailed financial data about the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of August 31, 2005. It includes portfolio sector allocations, top holdings, and commentary on investment performance and company updates. The document is approximately 15,000 characters long, indicating it is a substantive report rather than a brief announcement. The content focuses on the fund's financial position and investment portfolio rather than a general regulatory announcement or a brief factsheet. The nature of the document aligns with a regular update of the Net Asset Value (NAV) for an investment fund. Therefore, the most appropriate classification is 'Net Asset Value (NAV)' which covers regular updates of NAV primarily for investment funds.
2005-09-13 English
AGM - Change of Date 1 page ?Kb
AGM Information Classification · 95% confidence The document is a short notice informing shareholders about a change in the date of the Annual General Meeting (AGM). It does not contain financial data, detailed presentations, or voting results. It is an announcement related to the AGM logistics, specifically the date change. Therefore, it fits the category of AGM Information (AGM-R). The document length is short and focused solely on the AGM date change, confirming it is not a full report or proxy statement.
2005-09-13 English
Notice of Annual General Meeting 2 pages ?Kb
AGM Information Classification · 95% confidence The document is a notice for the first Annual General Meeting (AGM) of Fat Prophets Australia Fund Limited, specifying the date, location, and agenda items including receipt of the Annual Financial Report, re-election of a director, and proxy voting instructions. It does not contain the actual financial report or detailed financial data but rather serves as an invitation and information for shareholders to attend and vote at the AGM. The document length is 3555 characters, which is relatively short and consistent with a meeting notice rather than a full report. Therefore, this document fits the category of AGM Information (AGM-R).
2005-08-28 English
Proxy Form 2 pages ?Kb
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a letter to security holders regarding their options for receiving the company's Annual Report, including an option to opt out of receiving a physical copy and instead access it online. It also includes a proxy form for the Annual General Meeting (AGM) with instructions on appointing proxies and voting directions for resolutions such as adoption of the financial report and re-election of a director. The document does not contain the Annual Report itself or detailed financial data, but rather proxy solicitation materials and information related to the AGM. Therefore, it fits the category of Proxy Solicitation & Information Statement (PSI).
2005-08-28 English
Preliminary Final Report 20 pages ?Kb
Annual Report Classification · 100% confidence The document is titled 'PRELIMINARY FINAL REPORT YEAR ENDED 30 JUNE 2005' and contains detailed financial statements including statement of financial performance, financial position, cash flows, and notes to the financial statements. It also includes commentary on results, dividends, and net tangible assets. The length is substantial (15,000 characters) and it contains actual financial data and analysis for the full fiscal year ended 30 June 2005. This matches the characteristics of an Annual Report (10-K equivalent) rather than a brief announcement or a regulatory filing. There is no indication that this is merely an announcement of a report or a certification. Therefore, the document should be classified as an Annual Report (10-K).
2005-08-25 English
Annual Report 48 pages ?Kb
Annual Report Classification · 100% confidence The document is titled as an annual report for Fat Prophets Australia Fund Limited, containing detailed sections typical of an annual report such as Chair's Report, Investment Manager's Report, Corporate Governance Statement, Directors' Report, Auditor's Independence Declaration, and full financial statements including Statement of Financial Performance, Statement of Financial Position, Cash Flows, Notes to Financial Statements, Directors' Declaration, and Independent Audit Report. The content includes comprehensive financial data, performance analysis, portfolio breakdown, and governance information. The length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. There is no indication that this is merely an announcement or a certification document. Therefore, this document fits the definition of an Annual Report (10-K).
2005-08-25 English

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