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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 2026-04-08 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
Ceasing to be a substantial holder for RWC 6 pages 630.2KB
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, including transaction dates, types, and quantities. This type of filing is a notification about changes in major shareholding levels, specifically the cessation of substantial holding status. It is not a financial report, management announcement, or other types of filings. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a substantive notice, not a brief announcement or certification.
2026-04-08 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 85% confidence The document is a Form 8.3 public opening position disclosure under Rule 8.3 of the Takeover Code, detailing a person’s interest in relevant securities (1%+). This is a notification of a significant shareholding position/disclosure by a person (Perpetual Limited) rather than a company report, management change, or earnings release. It corresponds to our “Major Shareholding Notification” category.
2026-04-02 English
Notification of cessation of securities - PPT 4 pages 14.7KB
Share Issue/Capital Change Classification · 95% confidence The document is titled 'Appendix 3H - Notification of cessation of securities' and details the cessation of certain securities (performance rights) for Perpetual Limited. It includes specific information about the securities that have ceased, the reasons for cessation, and the updated issued capital following these changes. The document is a regulatory announcement related to changes in the company's issued capital securities, specifically notifying the market and the ASX about securities that have ceased. It is not a financial report, earnings release, or management discussion, but rather a formal notification of securities cessation. This fits the category of Share Issue/Capital Change (SHA), which covers announcements regarding new share issues, stock splits, or other capital changes including cessation of securities.
2026-04-01 English
Form 8.3- LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 82% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” filed under Rule 8.3 of the UK Takeover Code, showing Perpetual Limited’s shareholdings and trades in excess of 1%. This is a regulatory notification of a significant shareholding position, matching “Notification of changes in significant share ownership levels (crossing thresholds).” Therefore it should be classified as a Major Shareholding Notification (MRQ).
2026-04-01 English
Ceasing to be a substantial holder for EQT 9 pages 642.9KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and references the Corporations Act 2001 Section 671B. It is a 'Notice of ceasing to be a substantial holder' for EQT Holdings Limited. The content details changes in relevant interests, transactions in voting securities, and association changes related to substantial shareholdings. This type of filing is a notification about changes in major share ownership levels, specifically ceasing to be a substantial holder. It is not a financial report, earnings release, or management report, but a regulatory notification about shareholding thresholds. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed transaction data, confirming it is the actual notification, not just an announcement or certification.
2026-03-31 English
Form 8.3- Picton Property Income Ltd
Major Shareholding Notification Classification · 90% confidence The document is Form 8.3 under Rule 8.3 of the UK Takeover Code, disclosing a person’s opening position and subsequent dealings in relevant securities since crossing the 1% threshold. It is a public disclosure by a large shareholder regarding their significant stake and share transactions, matching the “Major Shareholding Notification” category.
2026-03-31 English

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