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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 6,626 across all filing types
Latest filing 2025-03-20 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 IFM 5 pages 594.1KB
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 Infomedia Limited. The form includes transaction details, dates, and signatures but does not contain financial statements, earnings data, or management discussion. It is a regulatory disclosure about shareholding changes, specifically notifying changes in substantial share ownership levels. This matches the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication notice but a substantive filing of shareholding changes.
2025-03-20 English
Form 8.3 - American Axle & Manufacturing Holdings
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 of an offeror or offeree. It details shareholdings and recent dealings in American Axle & Manufacturing Holdings, Inc. by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity, but since it is a mandatory disclosure of shareholding changes and dealings during a takeover period, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes therein.
2025-03-19 English
Form 8.3 - American Axle & Manufacturing Holdings
Regulatory Filings Classification · 100% 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 in relation to an offeror/offeree (American Axle & Manufacturing Holdings, Inc.). This type of document is a specific regulatory requirement for market transparency during M&A activity and does not fit into the other categories like M&A (TAR) or Director's Dealing (DIRS) as it is a third-party disclosure of holdings. Therefore, it is classified as a Regulatory Filing (RNS).
2025-03-18 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 shareholding, including the number of shares acquired and held, the nature of the transaction (on-market trade), and dates. This is a formal notification of a director's personal share transactions. The document length is 3373 characters, which is typical for such notices. There is no financial performance data, earnings information, or management discussion. The content matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives (insider trades).
2025-03-17 English
Appendix 3Y - M Aboelnaga Kanaan 2 pages 667.3KB
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 a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the change (on-market trade), and other related information. The document is focused on reporting personal share transactions by a company director. It does not contain financial performance data, management discussion, or other report types. The document length is 3714 characters, which is relatively short and consistent with a director's dealing notice. Therefore, the appropriate classification is Director's Dealing (DIRS).
2025-03-16 English
Change in substantial holding for UNI 6 pages 601.8KB
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, including transaction details and associated parties. 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 disclosure about shareholding changes.
2025-03-12 English

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