InvestSMART Group Limited · ASX:INV
InvestSMART — Investor Presentation (February 2026)
16 slides from InvestSMART's investor presentation, Feb 18, 2026
Slide 1: Helping all Australians grow and protect their wealth
Helping all Australians For personal use only grow and protect their wealth Research & Advice ASX: INV Affordable Investor Presentation Investment Advice Dated 18 February 2026 Investment Investment Portfolios Tools 1
Slide 2: Company highlights
Company InvestSMART has built Australia’s premier direct -to-investor wealth platform highlights featuring unique content, low -cost funds and wealth tools in an integrated technology ecosystem. For personal use only 1 The website is the front end of our digital wealth platform encompassing tools, c
Slide 3: Profit & loss for the half-year ended 31 December 2025
Profit & loss for the half -year ended 31 December 2025 To be read in conjunction with InvestSMART Group Ltd Appendix 4D and Financial Report for the half -year ended 31 December 2025. HY2026 HY2025 % $ $ For personal use only Operating Income Management fees from InvestSMART Professionally Managed
Slide 4: Growth of funds under management (FUM)
Growth of funds under management (FUM) 9000 InvestSMART FUM $700m 8500 25% 5 -year CAGR For personal use only $600m 8000 $500m 7500 FUM $400m ASX200 7000 $300m 6500 $200m 6000 $100m 5500 $m 5000 Dec 20 Jun 21 Dec 21 Jun 22 Dec 22 Jun 23 Dec 23 Jun 24 Dec 24 Jun 25 Dec 25 Select Value Fund (incorpora
Slide 5: Professionally Managed Accounts funds under management
Funds under management Professionally Managed Accounts FUM 450 3,500 InvestSMART Professionally Managed 400 3,000 Accounts (PMA) portfolios Number of PMA accounts 350 For personal use only 2,500 • PMA Platform investor accounts increased by 15% FUM ($m) 300 over calendar year 2025. InvestSMART FUM o
Slide 6: Intelligent Investor active ETFs
Funds under management Intelligent Investor active ETFs Intelligent Investor Active FUM $330 For personal use only (ASX -listed) $300 $270 $240 FUM ($m) $210 $180 • Intelligent Investor active ETFs are listed on the $150 $120 ASX, providing a convenient, transparent and $90 reliable process for appl
Slide 7: Subscriptions
Subscriptions • Intelligent Investor was founded in 1998 and provides high quality Subscribers and Average Revenue per User (ARPU) research -based views on companies and investment themes. 12,000 $700 For personal use only $650 • Alan Kohler provides commentary and insights on investment strategy, 1
Slide 8: InvestSMART Capped Fee Portfolios Performance
InvestSMART Capped Fee Portfolios Performance Our InvestSMART branded portfolios continue to outperform their peers^ (sample performance of 2 of 12 Portfolios). For personal use only High Growth Model performance International Equities Model performance (growth of $10k to 31 December 2025) (growth o
Slide 9: Active Intelligent Investor ETFs Performance
Active Intelligent Investor ETFs Performance For personal use only Our Intelligent Investor branded active ETFs. Performance is to 31 December 2025. Growth Model (ASX: IIGF) Performance Select Value (ASX: IISV) (International) Ethical (ASX: INES) (growth of $10k) Performance (growth of $10k) perform
Slide 10: One Digital Platform
One Digital Platform Our proprietary wealth platform operates within a content and tools ecosystem • Self select, transact and manage multiple products and services • Product & service delivery • Administration and tax reporting For personal use only Diversified ETF portfolios Fundlater Australian E
Slide 11: Unique digital wealth platform
Unique digital wealth platform InvestSMART has built Australia’s premier direct to investor wealth platform featuring unique content, low-cost funds and wealth tools in an integrated technology ecosystem. For personal use only Funds Tools Content management Insurance Subscribers Gross Registered use
Slide 12: Looking Ahead
Looking Ahead For personal use only InvestSMART is well positioned to continue building scale and deliver long -term shareholder value. Growing Funds Under Management and our Subscriber base • Ongoing net inflows into managed portfolios and ETFs. • Continued growth in subscriptions ARPU and enhance
Slide 13: Company corporate structure & holders
Company corporate structure & holders For personal use only Capital structure Substantial shareholders Share price at 9 February 2026 $0.10 Leyland Private Asset Management Pty 13.9% Ltd - Ordinary shares on issue* 142.1m Perpetual Limited 11.7% - Market cap* $14.2m Ron Hodge 9.9% - Market cap – exc
Slide 14: About InvestSMART Group Ltd
About InvestSMART Group Ltd Products & services Technology ASX:INV InvestSMART deploys and develops proprietary digital InvestSMART Group runs Professionally Managed Accounts solutions to efficiently and effectively run its business to For personal use only (PMAs)* using ETFs (with capped management
Slide 15: Thank you
For personal use only Thank you Contact: Ron Hodge Andrew Ward Managing Director & CEO Chief Financial Officer r.hodge@investsmart.com.au a.ward@investsmart.com.au 15
Slide 16: Disclaimer
Disclaimer The material contained in this document is a presentation of general information about the activities of InvestSMART Group Limited (InvestSMART) and its wholly owned entities (together, the Group). The information in this document is current as at the date of this presentation (18 Februar
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