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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 2025-08-27 Annual Report
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
ASX Announcement 7 pages 584.6KB
Annual Report Classification · 100% confidence The document is a detailed announcement of Perpetual Limited's full year financial results for the fiscal year ended 30 June 2025 (FY25). It includes comprehensive financial data such as operating revenue, profit before tax, profit after tax, significant items, business unit overviews, dividends, impairments, and strategic initiatives. The presence of detailed financial figures, business segment performance, and management commentary indicates this is a full annual financial report. The document also references statutory accounts, operating and financial review, and reconciliations, which are typical components of an Annual Report. The length of the document (15,000 characters) and the depth of financial and operational information confirm it is not merely an announcement or summary but a full report. Therefore, the appropriate classification is Annual Report (10-K). FY 2025
2025-08-27 English
Full Year Statutory Accounts 118 pages 3.4MB
Annual Report Classification · 100% confidence The document is titled 'Perpetual FY25 Financial Results' and includes detailed sections such as the Directors' Report for the year ended 30 June 2025, auditor's report, corporate governance statement, remuneration report, and detailed information about directors and company secretary. It covers the full fiscal year 2025 and contains comprehensive financial and governance information. The length is substantial (15,000 characters), indicating it is a full report rather than a brief announcement. The presence of the Directors' Report and auditor's report strongly indicates this is an Annual Report. Therefore, the document fits the definition of an Annual Report (10-K equivalent). FY 2025
2025-08-27 English
Results Presentation 42 pages 1.5MB
Annual Report Classification · 95% confidence The document is titled 'Perpetual FY25 Financial Results' and includes detailed financial data for the fiscal year ending 30 June 2025. It contains comprehensive financial performance metrics such as operating revenue, underlying profit after tax, statutory loss, dividends, and earnings per share. The document also includes a detailed results presentation with business updates, strategic initiatives, and operational highlights. The presence of full-year financial results, detailed analysis, and management commentary indicates this is a full annual report covering company activity and financial performance for the fiscal year. The document is lengthy (15,000 characters) and contains substantive financial data, not merely an announcement or summary. Therefore, it fits the definition of an Annual Report (10-K equivalent). FY 2025
2025-08-27 English
Operating and Financial Review 34 pages 843.7KB
Annual Report Classification · 95% confidence The document is titled 'Perpetual FY25 Financial Results' and includes detailed financial performance data for the fiscal year ended 30 June 2025 (FY25). It references the Group's audited consolidated financial statements for FY25, which were independently audited by KPMG. The content includes comprehensive financial metrics, segment results, profitability, key performance indicators, and a detailed review of the group's operations and strategy. The length of the document (15,000 characters) and the depth of financial data and analysis indicate this is a full annual report rather than a brief announcement or summary. The presence of an Operating and Financial Review section further supports classification as a Management Discussion and Analysis type document, but given the comprehensive nature and inclusion of audited financial statements, it aligns best with an Annual Report (10-K equivalent). Therefore, the document should be classified as an Annual Report (10-K). FY 2025
2025-08-27 English
Appendix 4G 14 pages 719.1KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4G Key to Disclosures Corporate Governance Council Principles and Recommendations' and references ASX Listing Rules 4.7.3 and 4.10.3. It includes detailed disclosures about corporate governance practices, compliance with ASX Corporate Governance Council recommendations, and references to the corporate governance statement either in the annual report or on the company's website. The document is a regulatory filing required to accompany the annual report, specifically the Appendix 4G form, which is a key to governance disclosures. It does not contain the full annual report or financial statements but serves as a governance disclosure verification tool. Therefore, it is best classified as a Regulatory Filing (RNS) rather than an Annual Report (10-K) or Governance Information (CGR) because it is a formal ASX regulatory form submission. The document length (15,000 characters) and content confirm it is a substantive regulatory filing, not a brief announcement or certification.
2025-08-27 English
Corporate Governance Statement 27 pages 1.0MB
Governance Information Classification · 100% confidence The document is titled '2025 Corporate Governance Statement' and contains detailed descriptions of the company's governance framework, board responsibilities, committee structures, and policies. It references the ASX Corporate Governance Council’s Principles and Recommendations and discusses governance practices for the fiscal year ended 30 June 2025. The content is focused on governance arrangements rather than financial results or operational performance. It is a comprehensive governance report, not an announcement or a brief summary. Therefore, the document fits the category of Governance Information (CGR). The document length (15,000 characters) and detailed content confirm it is a full governance statement, not a short announcement or certification.
2025-08-27 English

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