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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 6,627 across all filing types
Latest filing 2025-03-05 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 SHV 6 pages 602.7KB
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 transaction dates, share quantities, and voting power percentages, consistent with a substantial shareholder notification. There is no indication of financial statements, earnings data, management commentary, or other report types. This type of filing is a notification of changes in significant share ownership levels, matching the definition of 'Major Shareholding Notification' (MRQ). The document length is substantial and contains detailed transaction data, confirming it is the actual notice, not an announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2025-03-05 English
Form 8.3 - Dowlais Group plc
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 the opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree company (in this case, Dowlais Group plc). This type of disclosure is a specific regulatory requirement for market surveillance and does not fit into categories like M&A activity (which would be the company's own announcement) or Director's Dealing (which is for internal company insiders). Therefore, it is classified as a Regulatory Filing (RNS).
2025-03-04 English
Appendix 3Y - F Trafford-Walker 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 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 dates. The document is short (3456 characters) and focuses solely on insider 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). There is no financial performance data or broader company information, so it is not an Annual Report or Earnings Release. It is not a regulatory announcement or report publication notice. Therefore, the correct classification is DIRS.
2025-03-03 English
Becoming a substantial holder for FPR 5 pages 941.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, Section 671B, which pertains to notices of substantial shareholdings. It details the initial substantial holder information for Perpetual Limited in FleetPartners Group Limited, including voting power, relevant interests, and acquisition details. The document is a formal regulatory filing notifying the market and regulators of a substantial shareholding crossing a threshold. It does not contain financial statements, earnings data, management discussion, or other report content. It is a specific statutory disclosure of shareholding changes. This matches the definition of 'Major Shareholding Notification' (Code: MRQ). The document length is sufficient and contains detailed transaction data supporting this classification. Confidence is high due to the clear form type and statutory context.
2025-03-03 English
Form 8.3 - Dowlais Group plc
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 the opening position and dealings in relevant securities by a person with interests representing 1% or more in a company involved in an offer (Dowlais Group plc). This type of disclosure is a specific regulatory requirement for market surveillance and does not fit into categories like Annual Reports, Earnings Releases, or M&A activity (which would be the announcement of the deal itself). Therefore, it is classified as a Regulatory Filing (RNS).
2025-03-03 English
Appendix 3Y - Paul Ruiz 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 changes in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the interest, and the date of change. The document is a formal notification of a director's personal share transactions. It does not contain financial performance data, management discussion, or other report content. 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 3587 characters, which is consistent with a notice rather than a full report. Therefore, the correct classification is DIRS.
2025-03-02 English

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