Investsmart Group Ltd
InvestSMART Group Limited provides financial services and products to retail investors in Australia. It offers fund management, wealth management, and personal insurance products. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016. The company was founded in 1999 and is based in Sydney, Australia.
Investsmart Group Ltd - Asset Resilience Ratio
Investsmart Group Ltd (INV) has an Asset Resilience Ratio of 0.13% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2000–2024)
This chart shows how Investsmart Group Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Investsmart Group Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$10.92K | 0.13% |
| Total Liquid Assets | AU$10.92K | 0.13% |
Asset Resilience Insights
- Limited Liquidity: Investsmart Group Ltd maintains only 0.13% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Investsmart Group Ltd Industry Peers by Asset Resilience Ratio
Compare Investsmart Group Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
CNPC Capital Co Ltd
SHE:000617 |
Financial Conglomerates | 23.57% |
|
Guangzhou Friendship Group Co Ltd
SHE:000987 |
Financial Conglomerates | 23.03% |
|
Rendong Holdings Co Ltd
SHE:002647 |
Financial Conglomerates | -1.15% |
|
Guosheng Financial Holding Inc
SHE:002670 |
Financial Conglomerates | 32.81% |
|
First Capital Securities Co Ltd Class A
SHE:002797 |
Financial Conglomerates | 20.57% |
|
Incar Financial Service Co. Ltd.
KQ:211050 |
Financial Conglomerates | 10.30% |
|
Yuanta Financial Holdings Co Ltd
TW:2885 |
Financial Conglomerates | 8.54% |
|
LX Holdings Corp. Pfd.
KO:38380K |
Financial Conglomerates | 0.40% |
Annual Asset Resilience Ratio for Investsmart Group Ltd (2000–2024)
The table below shows the annual Asset Resilience Ratio data for Investsmart Group Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-06-30 | 0.60% | AU$63.39K | AU$10.53 Million | +0.24pp |
| 2023-06-30 | 0.36% | AU$39.26K | AU$10.84 Million | +0.29pp |
| 2022-06-30 | 0.08% | AU$8.90K | AU$11.64 Million | -23.34pp |
| 2021-06-30 | 23.42% | AU$3.04 Million | AU$13.00 Million | +6.79pp |
| 2020-06-30 | 16.63% | AU$1.93 Million | AU$11.60 Million | +1.67pp |
| 2019-06-30 | 14.96% | AU$1.95 Million | AU$13.01 Million | +1.43pp |
| 2018-06-30 | 13.53% | AU$2.00 Million | AU$14.79 Million | +0.88pp |
| 2017-06-30 | 12.65% | AU$2.05 Million | AU$16.24 Million | +8.65pp |
| 2016-06-30 | 4.00% | AU$1.64 Million | AU$40.95 Million | -0.49pp |
| 2015-06-30 | 4.49% | AU$1.71 Million | AU$38.12 Million | -83.37pp |
| 2014-06-30 | 87.86% | AU$34.80 Million | AU$39.60 Million | +31.28pp |
| 2013-06-30 | 56.58% | AU$7.83 Million | AU$13.85 Million | -7.15pp |
| 2012-06-30 | 63.72% | AU$13.44 Million | AU$21.09 Million | +63.52pp |
| 2011-06-30 | 0.20% | AU$63.42K | AU$32.08 Million | -1.18pp |
| 2008-06-30 | 1.37% | AU$503.15K | AU$36.60 Million | -1.52pp |
| 2007-06-30 | 2.89% | AU$1.38 Million | AU$47.80 Million | -0.45pp |
| 2006-06-30 | 3.34% | AU$1.31 Million | AU$39.18 Million | +3.33pp |
| 2002-06-30 | 0.01% | AU$207.00 | AU$3.75 Million | +0.00pp |
| 2001-06-30 | 0.00% | AU$207.00 | AU$9.18 Million | +0.00pp |
| 2000-06-30 | 0.00% | AU$-231.00 | AU$8.78 Million | -- |