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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 2025-06-24 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 - Kenmare Resources plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the Irish Takeover Panel Act. It details a 'position disclosure' and 'dealing disclosure' by Perpetual Limited regarding their interests in Kenmare Resources plc. This type of document is a specific regulatory notification regarding major shareholding changes and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-06-24 English
Form 8.3 - Kenmare Resources plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the Irish Takeover Panel Act for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Kenmare Resources plc by Perpetual Limited. This type of filing is a specific regulatory disclosure regarding major shareholdings and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-06-23 English
Form 8.3 - Kenmare Resources plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the Irish Takeover Panel Rules. It details an 'Opening Position Disclosure/Dealing Disclosure' by Perpetual Limited regarding their interests in Kenmare Resources plc. This type of filing is a mandatory regulatory notification concerning major shareholding interests and dealings during a takeover period. It does not fit into categories like 10-K, IR, or IP, and is specifically a regulatory disclosure of shareholding activity, making 'MRQ' (Major Shareholding Notification) the most accurate classification for this specific type of regulatory disclosure.
2025-06-20 English
Form 8.3 - LondonMetric Property 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 reports the opening position and dealings in relevant securities by a person with interests representing 1% or more. This type of document is specifically used for major shareholding notifications and disclosures related to takeover activity. Given the specific nature of the form and its regulatory purpose, it falls under the 'Major Shareholding Notification' category.
2025-06-19 English
Form 8.3 - American Axle & Mfg Hldgs, Inc.
Major Shareholding Notification Classification · 95% 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 recent dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (American Axle & Manufacturing Holdings, Inc.). This type of disclosure is specifically designed to notify the market of significant shareholding changes during a takeover or merger process. While it relates to M&A activity, it is a formal regulatory disclosure of shareholdings rather than a corporate M&A announcement, making 'MRQ' (Major Shareholding Notification) the most accurate classification for this specific regulatory requirement.
2025-06-18 English
Form 8.3 - LondonMetric Property plc
Regulatory Filings Classification · 95% 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 during an M&A transaction. It details shareholdings and dealings in LondonMetric Property plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate M&A announcement (TAR). As it does not fit into the other specific categories like DIRS (which is for directors) or MRQ (which is for major shareholding notifications in a general context), it is best classified as a Regulatory Filing (RNS).
2025-06-16 English

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