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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 2025-10-31 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 8.3 - American Axle & Mfg.
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 a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (American Axle & Manufacturing Holdings, Inc.). This type of document is specifically used to report major shareholding changes or dealings during a takeover period. Since it does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'M&A Activity' (which refers to the company's own announcements), it falls under the 'Regulatory Filings' (RNS) category as a standard regulatory disclosure.
2025-10-31 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 filing under the UK Takeover Code. It details the shareholding position and dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (Dowlais Group plc). This type of disclosure is a mandatory regulatory requirement for significant shareholders during takeover periods and is classified as a Major Shareholding Notification (MRQ).
2025-10-28 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 company. This specific form details shareholdings and recent dealings (purchases/sales) by Perpetual Limited in relation to NCC Group plc. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2025-10-28 English
Change in substantial holding for RWC 7 pages 609.4KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, in Reliance Worldwide Corporation Limited. The document includes transaction details, dates, and signatures, consistent with a substantial holding notice. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is lengthy (15,000 characters) and contains detailed transaction data, not just an announcement or certification, confirming it is the actual notification filing.
2025-10-27 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 company. This specific form details shareholdings and dealings in NCC Group plc by Perpetual Limited. Since this is a major shareholding notification related to takeover activity, it falls under the category of Major Shareholding Notification (MRQ).
2025-10-27 English
Form 8.3 - NCC Group plc
M&A Activity 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 form is used to disclose positions and dealings in the context of M&A activity. Since it is a mandatory regulatory disclosure regarding shareholdings during a takeover process, it falls under the category of M&A Activity (TAR).
2025-10-24 English

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