Skip to main content
Perpetual Limited logo

Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Open in API
Filings indexed 6,625 across all filing types
Latest filing 2025-10-15 Regulatory Filings
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 - NCC Group plc
Regulatory Filings 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 of an offeror or offeree company. It details shareholdings and recent dealings in NCC Group plc by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity (takeover disclosures), but since it is a standardized regulatory form for market surveillance rather than a direct M&A announcement (like a bid or merger agreement), it falls under the category of Regulatory Filings (RNS).
2025-10-15 English
Ceasing to be a substantial holder for VEA 7 pages 561.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 filed under the Corporations Act 2001 Section 671B, titled 'Notice of ceasing to be a substantial holder.' It details changes in relevant interests and voting securities of a substantial holder, Perpetual Limited, in Viva Energy Group Limited. The form includes transaction details, dates, and signatures, indicating it is a regulatory disclosure about shareholding changes. This type of filing corresponds to notifications about major shareholding changes, not financial reports or management information. Therefore, the document fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a certification but a substantive regulatory filing about shareholding changes.
2025-10-14 English
Change in substantial holding for FPR 8 pages 610.7KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, in FleetPartners Group Limited. The form includes transaction details, dates, and signatures. This type of filing is a notification of changes in major shareholding levels, not a financial report, management announcement, or other categories. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification.
2025-10-13 English
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 representing 1% or more. This type of document is specifically used to report major shareholding changes or dealings in the context of an M&A offer (in this case, involving American Axle & Manufacturing Holdings, Inc.). While it relates to shareholdings, it is a specific regulatory disclosure form rather than a general major shareholding notification (MRQ) or a transaction in own shares (POS). Given the specific regulatory nature and the context of the Takeover Code, it is best classified as a Regulatory Filing (RNS).
2025-10-10 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 filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and dealings in NCC Group plc by Perpetual Limited. Since this is a specific regulatory disclosure regarding shareholdings and takeover-related activity that does not fit into categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', it is best classified under the fallback category for regulatory announcements.
2025-10-09 English
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 the interests and dealings in relevant securities by a person with interests in an offeror or offeree (in this case, Perpetual Limited regarding American Axle & Manufacturing Holdings, Inc.). While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, not a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-10-09 English

Browse filings by year

25 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.