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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 2025-09-18 Environmental & Social …
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
Sustainability Report 2025 39 pages 2.7MB
Environmental & Social Information Classification · 95% confidence The document is titled 'Sustainability Report 2025' and contains detailed sections on governance, environmental impact, social responsibility, and community engagement. It explicitly states it is the FY25 Sustainability Report outlining the sustainability performance of Perpetual Group for the financial year 2025. The content includes detailed discussion of ESG (Environmental, Social, Governance) factors, climate risk disclosures, diversity and inclusion, and community impact initiatives. It is part of the annual reporting suite but distinct from the Annual Report and Corporate Governance Statement. The document is comprehensive and exceeds 5,000 characters, containing substantive content rather than just an announcement or link to a report. Therefore, it fits the category of Environmental & Social Information (ESG) report rather than a general Annual Report or Regulatory Filing. Hence, the correct classification is Environmental & Social Information (SR).
2025-09-18 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 used to report positions and dealings in relevant securities by a person with interests representing 1% or more. This type of document is a specific regulatory disclosure related to M&A activity (takeover bids) but is distinct from a general M&A announcement (TAR). Given the specific nature of the 'Form 8.3' and its role in market surveillance, it falls under the 'Major Shareholding Notification' category as it reports significant ownership levels and changes therein during a takeover process.
2025-09-15 English
Ceasing to be a substantial holder 16 pages 1.1MB
Major Shareholding Notification Classification · 100% confidence The document is titled as Annexure A of form 605 Notice of ceasing to be a substantial shareholder. It contains detailed tables of changes in relevant interests, including dates, persons whose interests changed, types and numbers of securities affected, and votes affected. The presence of multiple entries of market buys, sells, and collateral transfers by entities such as BlackRock Investment Management and others indicates this is a report of changes in substantial shareholdings. The form 605 is a regulatory filing used in Australia to notify the market of changes in substantial shareholdings. The document is about shareholding notifications, not about financial results, management changes, or other report types. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length is substantial and contains detailed data, so it is not a mere announcement or certification but the actual notification report.
2025-09-11 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document specifically details shareholdings and dealings by Perpetual Limited in relation to American Axle & Manufacturing Holdings, Inc. While it relates to M&A activity, it is a specific regulatory disclosure of share ownership and dealing, which falls under the 'Major Shareholding Notification' category (MRQ) as it tracks significant ownership thresholds and changes.
2025-09-10 English
Form 8.3 - Treatt 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 type of filing is specifically used to notify the market of major shareholding positions and dealings during a takeover or merger process. While it relates to M&A activity, it is technically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests, rather than a direct announcement of a merger or acquisition deal itself.
2025-09-09 English
Form 8.3 - International Personal Finance 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 company. It details shareholdings and recent dealings in International Personal Finance plc by Perpetual Limited. Since this is a specific regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-09-09 English

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