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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,625 across all filing types
Latest filing 2026-01-12 Major Shareholding Noti…
Country AU Australia
Listing ASX PPT

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8 (Opening Position Disclosure) - Rio Tinto
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the shareholding position of Perpetual Limited in Rio Tinto. This type of document is a mandatory disclosure of major shareholding interests during an offer period, which falls under the 'Major Shareholding Notification' category.
2026-01-12 English
Form 8.3 - International Personal Finance plc
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the shareholding position and dealings of a person (Perpetual Limited) with interests in relevant securities representing 1% or more of an offeror or offeree company (International Personal Finance plc). This type of disclosure is specifically required for transparency during takeover bids and does not fit into the other categories like M&A activity (which would be the announcement of the deal itself) or Director's Dealing. Therefore, it is classified as a Regulatory Filing (RNS).
2026-01-12 English
Form 8.3 - American Axle & Manufacturing Holdings
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions and dealings, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership thresholds and changes.
2026-01-12 English
Form 8.3 - Dowlais Group plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details shareholdings and dealings in Dowlais Group plc by Perpetual Limited. This type of filing is a 'Major Shareholding Notification' as it reports significant ownership levels and changes therein during a takeover period.
2026-01-12 English
Notification of cessation of securities - PPT 4 pages 14.7KB
Regulatory Filings Classification · 95% confidence The document is an Appendix 3H form titled 'Notification of cessation of securities' for Perpetual Limited. It details the cessation of certain securities (performance rights) including quantities, reasons, and dates. The document is a regulatory announcement about changes in issued capital securities, specifically cessation of securities, and does not contain financial statements or management discussion. It is a regulatory filing notifying the market and ASX about securities that have ceased. The document length is 3701 characters, which is relatively short and consistent with a regulatory announcement rather than a full report. Therefore, the appropriate classification is Regulatory Filings (RNS).
2026-01-11 English
Form 8.3 - International Personal Finance plc
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing, which is a Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and dealings by Perpetual Limited in International Personal Finance plc securities, including purchases and sales of shares. This type of document is a notification of major shareholding and related dealings, not a financial report, management report, or other types of filings. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure, not just an announcement or certification. Confidence is high due to the explicit form type and content.
2026-01-09 English

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