Insignia Financial Ltd.

IFL · Financial Services

About Insignia Financial Ltd. (IFL)

Insignia Financial Ltd. is a Asset Management company operating in the Financial Services sector. The company is headquartered in Docklands, Australia. IFL has been publicly traded since 2003, giving it 23+ years of trading history.

Insignia Financial Ltd. (IFL) has been publicly traded since 2003, making it a 23-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in Docklands, Australia. With a market capitalization of A$3.1 billion, IFL is a mid-sized company with growth potential.

IFL trades on the Australian Securities Exchange and is classified as a mid-cap-cap stock with a market capitalization of approximately A$3.1 billion.

Sector
Financial Services
Industry
Asset Management
Headquarters
Docklands, Australia
IPO Year
2003

Key Statistics

Current Price
A$4.66
Market Cap
A$3.13B
52-Week High
A$4.72
52-Week Low
A$3.27
Sector
Financial Services
Industry
Asset Management

IFL Investment Performance

IFL has gained 2.2% year-to-date in 2026. Over the past 5 years, a A$1,000 investment in IFL would have grown to A$1,618, representing a 61.8% total return. Since its IPO in 2003, a A$1,000 investment would now be worth A$3,367.

A$1,000 Invested in Insignia Financial Ltd. (IFL)

1 Year
A$1,110
+11%
3 Years
A$1,833
+83%
5 Years
A$1,618
+62%
10 Years
A$945
+-6%
Since IPO
A$3,367
+237%

How much would A$1,000 invested in IFL be worth today?

What would A$1,000 invested in IFL 1 year ago be worth today?

A A$1,000 investment in Insignia Financial Ltd. (IFL) in 2025 would be worth A$1,110 as of March 2026, representing a +10.9% total return.

What would A$1,000 invested in IFL 3 years ago be worth today?

A A$1,000 investment in Insignia Financial Ltd. (IFL) in 2023 would be worth A$1,833 as of March 2026, representing a +83.3% total return.

What would A$1,000 invested in IFL 5 years ago be worth today?

A A$1,000 investment in Insignia Financial Ltd. (IFL) in 2021 would be worth A$1,618 as of March 2026, representing a +61.8% total return.

What would A$1,000 invested in IFL 10 years ago be worth today?

A A$1,000 investment in Insignia Financial Ltd. (IFL) in 2016 would be worth A$945 as of March 2026, representing a -5.5% total return.

What would A$1,000 invested in IFL at IPO be worth today?

A A$1,000 investment in Insignia Financial Ltd. (IFL) at IPO would be worth A$3,367 as of March 2026, representing a +236.7% total return.

Monthly Returns Heatmap

Avg Monthly Return
+0.96%
Positive Months
145
54% of 267
Negative Months
122
46% of 267
Data Period
22+ years
267 months
Best Performers
Best month ever: Feb 2019 (+35.9%)
Best month on avg: July (+7.7%)
Worst Performers
Worst month ever: Mar 2020 (-35.5%)
Worst month on avg: May (-2.6%)

Over the past 22+ years (267 months), Insignia Financial Ltd. (IFL) has averaged a monthly return of +0.96% with a median return of +0.63%. The stock had 145 positive months (54%) and 122 negative months (46%). The best month in IFL's history was February 2019 with a +35.9% return, while the worst was March 2020 at -35.5%. Historically, July tends to be the strongest month (averaging +7.7%), and May the weakest (-2.6%).

IFL's longest winning streak was 7 consecutive months of gains, while its longest losing streak was 8 consecutive months of losses. The best full year was 2004 with a cumulative return of +69.6%, and the worst was 2018 at -60.8%.

Annual Returns

Over 23 years of trading history, Insignia Financial Ltd. (IFL) has delivered an average annual return of +12.94% with a median return of +9.18%. The compound annual growth rate (CAGR) is +5.43%. The stock posted gains in 15 years (65%) and losses in 8 years (35%).

IFL's best year was 2004 with a +88.47% gain, while the worst was 2008 at -51.92%. The longest streak of consecutive positive years was 6, and the longest losing streak was 2 years. IFL achieved double-digit gains (10%+) in 11 years. It suffered double-digit losses in 7 years.

Avg Return
+12.94%
Best Year
2004 (+88.47%)
Worst Year
2008 (-51.92%)
Positive Years
15/23
Year Return Start End
2026 +2.19% A$4.56 A$4.66
2025 +28.45% A$3.55 A$4.56
2024 +57.60% A$2.25 A$3.55
2023 -25.11% A$3.01 A$2.25
2022 -0.87% A$3.03 A$3.01
2021 +9.18% A$2.78 A$3.03
2020 -48.50% A$5.40 A$2.78
2019 +63.20% A$3.31 A$5.40
2018 -48.96% A$6.48 A$3.31
2017 +22.90% A$5.27 A$6.48
2016 +2.92% A$5.12 A$5.27
2015 +13.15% A$4.53 A$5.12
2014 +4.70% A$4.32 A$4.53
2013 +30.50% A$3.31 A$4.32
2012 +49.96% A$2.21 A$3.31
2011 -30.12% A$3.16 A$2.21
2010 +35.74% A$2.33 A$3.16
2009 +66.27% A$1.40 A$2.33
2008 -51.92% A$2.91 A$1.40
2007 -21.46% A$3.71 A$2.91
2006 +61.04% A$2.30 A$3.71
2005 -11.68% A$2.61 A$2.30
2004 +88.47% A$1.38 A$2.61

IFL Investment Analysis: Valuation, Risk & Dividends

Key factors to consider when evaluating Insignia Financial Ltd. as an investment

Valuation

IFL currently trades at a trailing P/E ratio of 27.4, which is considered high relative to the broader market. The forward P/E of 11.5 suggests analysts expect earnings to be lower in the coming year. The price-to-book ratio stands at 1.5. The price-to-sales ratio is 1.9.

Dividends

Insignia Financial Ltd. does not currently pay a dividend, choosing to reinvest earnings back into the business for growth.

Risk & Volatility

IFL has a beta of 0.64, indicating it is less volatile than the overall market. The stock's 52-week range is A$3.27 to A$4.72, and it currently trades near its 52-week high.

Analyst Ratings

Based on 5 analyst opinions, IFL has a consensus "hold" rating. The average price target of A$4.78 suggests 2.6% upside from current levels.

Frequently Asked Questions: IFL

What sector is IFL in?

IFL operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has IFL performed historically?

Over 23 years of trading history, IFL has posted gains in 15 years (65% of the time). The best year was 2004 with a +88.5% return. Past performance does not guarantee future results.

How can I invest in IFL?

You can invest in IFL through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold IFL.

Does IFL pay dividends?

Insignia Financial Ltd. does not currently pay a dividend, choosing to reinvest earnings back into the business for growth.

What does Insignia Financial Ltd. do?

Insignia Financial Ltd. is a Asset Management company operating in the Financial Services sector. The company is headquartered in Docklands, Australia.

What sector is IFL in?

IFL operates in the Financial Services sector, specifically in the Asset Management industry.

When did IFL go public?

Insignia Financial Ltd. went public in 2003, making it a 23-year-old public company as of 2026.

How much would A$1,000 invested in IFL 5 years ago be worth today?

A A$1,000 investment in IFL five years ago would be worth approximately A$1,618 today, representing a 61.8% return.

How much would A$1,000 invested in IFL 10 years ago be worth today?

A A$1,000 investment in IFL ten years ago would be worth approximately A$945 today, representing a -5.5% total return over the decade.

What is IFL's 3-year return?

Over the past 3 years, IFL has returned 83.3%. A A$1,000 investment would have grown to A$1,833.

How much would A$1,000 invested in IFL at IPO be worth today?

If you invested A$1,000 in IFL at its IPO in 2003, it would be worth approximately A$3,367 today, a 236.7% return over 23 years.

Does IFL pay dividends?

No, Insignia Financial Ltd. does not currently pay a dividend. The company reinvests its earnings into growth.

What is IFL's market cap?

Insignia Financial Ltd. has a market capitalization of A$3.1 billion, classifying it as a mid-cap company.

What is IFL's P/E ratio?

IFL has a trailing P/E ratio of 27.4 and a forward P/E of 11.5, which measures how much investors are paying per dollar of earnings.

Is IFL a buy, hold, or sell?

Based on 5 opinions, IFL has a consensus "hold" rating. The average price target is A$4.78.

Last updated: 3/15/2026