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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 2025-11-17 Share Issue/Capital Cha…
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
Notification regarding unquoted securities - PPT 6 pages 19.2KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 3G notification, which is a standard ASX form used to notify the issue, conversion, or payment up of unquoted equity securities. It details the issuance of performance rights under an employee incentive scheme, including the number of securities issued, dates, and mentions key management personnel involved. The document is a regulatory announcement about securities issuance rather than a financial report or earnings release. It fits the category of Share Issue/Capital Change announcements, as it reports on new securities issued and changes in capital structure. The document length and content confirm it is not a brief announcement of a report but a substantive notification of capital changes.
2025-11-17 English
Form 8.3 - Dowlais Group plc
Regulatory Filings 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. This specific filing details share purchases by Perpetual Limited in relation to Dowlais Group plc. Since this is a mandatory regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Regulatory Filings' category.
2025-11-17 English
Form 8.3 - NCC 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. This document details shareholdings and recent dealings in NCC Group plc by Perpetual Limited. While it relates to M&A activity (the Takeover Code), it is specifically a 'Major Shareholding Notification' regarding the disclosure of interests during an offer period, which fits the definition of MRQ.
2025-11-17 English
Becoming a substantial holder 13 pages 1.3MB
Major Shareholding Notification Classification · 95% confidence The document is titled as Annexure A and B to form 603 Notice of initial substantial shareholder, which is a regulatory filing related to substantial shareholding notifications. The content includes detailed tables of relevant interests, registered holders, and transactions related to share ownership by BlackRock entities. There is no indication of financial statements, management discussion, earnings data, or other report types. The document is a detailed notification of changes in significant share ownership levels, consistent with the definition of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed data, not just an announcement or a certification, so it is not RNS or RPA. Therefore, the correct classification is MRQ with high confidence.
2025-11-16 English
Form 8.3 - American Axle & Mfg Hldgs, Inc.
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 positions and dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (American Axle & Manufacturing Holdings, Inc.). This type of disclosure is a mandatory regulatory requirement for market transparency during takeover situations and does not fit into specific categories like M&A (which usually refers to the company's own announcements) or Major Shareholding Notifications (which are typically issuer-side). Therefore, it is classified as a Regulatory Filing (RNS).
2025-11-14 English
Form 8.3
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 during an M&A transaction. It details shareholdings and dealings in Dowlais Group plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings, rather than a general M&A announcement (TAR).
2025-11-13 English

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