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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 2025-04-27 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
Becoming a substantial holder for SMR 9 pages 954.1KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of Initial Substantial Holder filed under the Corporations Act 2001. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Stanmore Resources Limited, including voting power percentages, relevant interests, and transaction details in annexures. This type of filing is a notification of a major shareholding change, specifically the initial substantial holder notice. It is not a financial report, earnings release, or management report. It is not an announcement of a report publication but a regulatory filing related to shareholding disclosures. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2025-04-27 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 details the opening position and specific share dealings (purchases) by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (LondonMetric Property plc). This type of disclosure is specifically designed to report significant shareholding changes and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-04-25 English
Form 8.3 - Dowlais Group plc
Regulatory Filings Classification · 98% 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 share dealings and positions in relation to a takeover bid (Dowlais Group plc). While it involves M&A-related activity, it is specifically a regulatory disclosure of shareholdings and dealings, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership and changes in position.
2025-04-25 English
Form 8.3 - American Axle & Manufacturing Holdings
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details public dealing disclosures by a person with interests in relevant securities representing 1% or more during an M&A process (specifically mentioning an offeror/offeree). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Since it does not fit into the other specific categories like DIRS (which is for directors' dealings) or MRQ (which is for major shareholding notifications in a general context), it falls under the RNS (Regulatory Filings) category as a standard regulatory disclosure.
2025-04-24 English
Appendix 3Y - P Wagstaff 2 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 a director's change in relevant interests in securities, including the number of shares held before and after the change, the nature of the change (on-market trade), and dates. This type of document is a report of personal share transactions by company directors and executives, commonly known as insider trades. It is not an annual report, earnings release, or any other financial report but specifically a director's dealing notice. Therefore, the correct classification is 'DIRS' (Director's Dealing). The document length is 3373 characters, which is consistent with a detailed insider trading notice rather than a full financial report.
2025-04-23 English
Change in substantial holding for SHV 6 pages 601.7KB
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 Select Harvests Limited. The content includes specific share transactions, voting power percentages, and associated annexures listing detailed shareholding changes. 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 an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes. The document length is substantial and contains detailed transaction data, confirming it is not a brief announcement or certification but a full notification.
2025-04-23 English

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