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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 2025-08-08 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 required 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 American Axle & Manufacturing Holdings, Inc. by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding share ownership and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2025-08-08 English
Date of AGM and Director Nominations 1 page 377.5KB
AGM Information Classification · 95% confidence The document is a short announcement from Perpetual Limited regarding the date of its upcoming Annual General Meeting (AGM) and the closing date for nominations for the election of directors. It references compliance with ASX Listing Rule 3.13.1 and the company's constitution. There is no detailed financial data, no full report, and the document is brief (1217 characters). It is clearly an announcement related to the AGM but not the AGM materials or presentations themselves. Therefore, it fits best under AGM Information (AGM-R) as it pertains to the AGM event and related procedural information about director elections.
2025-08-07 English
Form 8.3 -American Axle & Mfg. - Amendment
Major Shareholding Notification Classification · 99% 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 during an M&A transaction. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. and mentions Dowlais Group plc. This type of disclosure is specifically related to M&A activity and regulatory compliance regarding share ownership thresholds.
2025-08-05 English
Form 8.3 - NCC Group plc
Major Shareholding Notification Classification · 99% 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 specific form is used to disclose shareholdings and dealings in the context of an M&A transaction. While it relates to M&A activity, it is a specific regulatory disclosure of shareholding thresholds and dealings, which falls under the 'Major Shareholding Notification' category (MRQ) in the provided schema, as it tracks significant ownership changes and positions.
2025-08-01 English
Form 8.3 - Dowlais Group PLC
Major Shareholding Notification Classification · 99% 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 by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding/dealing rather than a corporate M&A announcement (TAR). Given the specific nature of Form 8.3 filings, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership and changes therein.
2025-08-01 English
Form 8.3 - International Personal Finance Plc
Major Shareholding Notification 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 (purchases/sales) in International Personal Finance plc. This type of disclosure is a specific regulatory filing related to M&A activity (takeover disclosures), but since it is a standard regulatory reporting form for market surveillance, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership and changes in holdings.
2025-08-01 English

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