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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 2025-05-08 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
Change in substantial holding for DOW 6 pages 602.9KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which relates to notices of change of interests of substantial holders. The content details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Downer EDI Limited, including transaction details and associated custodians. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is not a financial report, earnings release, or management report, but a regulatory notice about shareholding changes. The document length is substantial and contains detailed transaction data, confirming it is the actual notification, not just an announcement or certification.
2025-05-08 English
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 the interests, short positions, and dealings in relevant securities of an offeror or offeree (in this case, Kenmare Resources Plc) by a person with interests representing 1% or more. This is a specific regulatory disclosure regarding major shareholding and dealing activity during a takeover process, which falls under the category of Major Shareholding Notification (MRQ).
2025-05-08 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 filing under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of an offeror or offeree. This specific type of disclosure is a mandatory regulatory requirement during M&A activity, and while it relates to M&A, it is technically a 'Major Shareholding Notification' (MRQ) regarding the threshold of 1% or more, or a general regulatory filing. Given the specific nature of Form 8.3 as a disclosure of major interests, 'MRQ' is the most accurate classification.
2025-05-08 English
Appendix 3Y - B Reilly 3 pages 1.1MB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details changes in securities holdings by a director, including performance rights and shares held directly and indirectly. The document includes specifics about the nature of the securities, dates of changes, and the context of the changes (e.g., long term incentive awards). There is no financial performance data, earnings information, or management discussion. The content is focused on reporting personal share transactions by a company director. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). The document length is 4652 characters, which is sufficient to contain detailed information rather than a mere announcement. Therefore, the correct classification is DIRS.
2025-05-05 English
Change in substantial holding for WJL 5 pages 595.7KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically 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 Webjet Group Limited. The document includes tables showing previous and present voting power, changes in relevant interests, and annexures listing transactions and holdings. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is not a financial report, earnings release, or management report, but a regulatory notice about shareholding changes.
2025-05-05 English
Change of Registered Office 1 page 386.8KB
Regulatory Filings Classification · 95% confidence The document is a short announcement notifying a change of the company's registered office and principal place of business. It references compliance with ASX Listing Rule 3.14 but does not contain financial data, management discussion, or any report content. It is not a report or financial filing but a regulatory announcement about company details. Therefore, it fits best under Regulatory Filings (RNS). The document length is short and it is an official notification rather than a report or presentation.
2025-05-04 English

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