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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 2025-06-10 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 - Spectris PLC
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 dealings of a person (Perpetual Limited) with interests in relevant securities of an offeror/offeree (Spectris plc). This type of disclosure is specifically required by the Takeover Panel during M&A activity to ensure transparency regarding significant shareholdings. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the category of Major Shareholding Notification (MRQ) as it reports a change in significant share ownership levels in the context of a takeover.
2025-06-10 English
Form 8.3 -Spectris 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 of an offeror or offeree. This specific form is used to disclose positions and dealings in the context of M&A activity. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the 'Regulatory Filings' (RNS) category as the most appropriate classification for this type of standardized disclosure.
2025-06-10 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 requirement 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 LondonMetric Property plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding positions and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-06-06 English
Form 8.3 - Science in Sport 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 details a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, Science in Sport plc). This type of disclosure is specifically required when a party holds 1% or more of a company involved in a takeover or merger situation. Since it is a regulatory disclosure regarding shareholding thresholds and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2025-06-05 English
Form 8.3 - LondonMetric Property 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 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 share ownership and transactions, which falls under the 'Major Shareholding Notification' category.
2025-06-05 English
Form 8.3 - Kenmare Resources plc
Major Shareholding Notification Classification · 98% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the Irish Takeover Panel Act for persons with interests in relevant securities representing 1% or more during a takeover situation. It details shareholdings and dealings in Kenmare Resources Plc by Perpetual Limited. Since this is a specific regulatory disclosure form regarding major shareholding and takeover-related activity that does not fit into the other specific categories like M&A (which usually refers to the company's own merger announcements) or Major Shareholding Notification (which is typically a TR-1 form), it is best classified as a Regulatory Filing (RNS).
2025-06-04 English

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