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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 2025-05-22 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
Ceasing to be a substantial holder for WJL 4 pages 540.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under the Corporations Act 2001 Section 671B. It details changes in relevant interests and voting securities of a substantial holder, Perpetual Limited, in Webjet Group Limited. The form includes transaction details, dates, and signatures, indicating it is a regulatory notification about shareholding changes rather than a financial report or announcement of financial results. This matches the definition of Major Shareholding Notification (MRQ). The document length is 5578 characters, sufficient to contain substantive details, not just an announcement. Therefore, the correct classification is MRQ with high confidence.
2025-05-22 English
Form 8.3 - Dowlais Group plc
Major Shareholding Notification 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 company. It details shareholdings and recent dealings in the context of an M&A transaction (Dowlais Group plc). While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate announcement of a merger or acquisition itself. Therefore, it falls under the 'Major Shareholding Notification' category.
2025-05-22 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 required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and dealings in LondonMetric Property 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.
2025-05-20 English
Form 8.3 - Dowlais Group 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 company. It details shareholdings and dealings in the context of an M&A transaction (Dowlais Group plc). While it relates to M&A activity, it is specifically a regulatory disclosure form rather than a corporate M&A announcement (TAR). Given the specific nature of Form 8.3 filings, 'RNS' (Regulatory Filings) is the most appropriate classification as it serves as the regulatory fallback for these specific disclosure types.
2025-05-20 English
Change in substantial holding for EGG 5 pages 593.9KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Enero Group Limited. The content focuses on shareholding notifications, including dates, number of shares, and voting power percentages. There is no financial performance data, management discussion, or regulatory certification. The document fits the definition of a Major Shareholding Notification, which reports changes in significant share ownership levels crossing thresholds.
2025-05-18 English
Change in substantial holding for SMR 6 pages 600.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, in Stanmore Resources Limited. The content includes specific transaction dates, share quantities, and voting power percentages, consistent with a substantial shareholding notification. There is no indication of financial statements, management commentary, or other report types. The document is a formal regulatory filing notifying the market of changes in significant share ownership levels, matching the definition of Major Shareholding Notification (MRQ).
2025-05-18 English

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