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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 2025-02-26 Interim / Quarterly Rep…
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
Half Yearly Report and Accounts 44 pages 2.3MB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Perpetual Half Year Financial Results' and includes an Appendix 4D, a Results Presentation, and a Half Yearly Report and Accounts for the half-year ended 31 December 2024. It contains detailed financial statements such as the Condensed Consolidated Statement of Profit or Loss, Financial Position, Changes in Equity, and Cash Flows. It also includes a Directors' Report, Operating and Financial Review, and an Independent Auditor's Report. The presence of comprehensive financial data and analysis for a half-year period clearly identifies this as an Interim / Quarterly Report. The document length is substantial (15,000 characters), indicating it is the full report, not just an announcement or summary. Therefore, the correct classification is Interim / Quarterly Report (IR). H1 2025
2025-02-26 English
Operating and Financial Review - 31 December 2024 39 pages 3.8MB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Perpetual Half Year Financial Results' and includes an 'Operating and Financial Review For the 6 months ended 31 December 2024'. It references the 1H25 period (half year ended 31 December 2024) and includes detailed financial performance data, segment results, and outlook. The document is 15,000 characters long, indicating it is a substantive report rather than a brief announcement. It also mentions the unaudited consolidated financial statements for the half year and an independent review by KPMG, consistent with an interim or quarterly report. The content includes detailed financial analysis, business segment reviews, and outlook, which aligns with the definition of an Interim / Quarterly Report (IR). It is not an Annual Report (10-K) as it covers only half a year, nor is it a brief earnings release or a regulatory filing. Therefore, the correct classification is Interim / Quarterly Report (IR). H1 2025
2025-02-26 English
Form 8.3 - Dowlais Group 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 shareholding position and recent dealings of Perpetual Limited in relation to Dowlais Group plc. This type of document is a mandatory disclosure of major shareholding interests and transactions during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-02-26 English
Form 8.3 - Dowlais Group plc
Major Shareholding Notification Classification · 100% 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. This document details shareholdings and recent dealings by Perpetual Limited in relation to Dowlais Group plc. Since it involves a major shareholding notification related to takeover activity and is filed via a Regulatory Information Service (RNS), it falls under the category of Major Shareholding Notification.
2025-02-25 English
Form 8.3 - Dowlais Group plc
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 dealings in Dowlais Group plc. Since this is a specific regulatory disclosure regarding share ownership and dealings, it falls under the 'Major Shareholding Notification' category, as it reports significant holdings and changes in those holdings.
2025-02-24 English
Termination of Scheme with KKR 3 pages 481.9KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 24 February 2025 from Perpetual Limited regarding the termination of a Scheme of Arrangement with KKR. It discusses strategic decisions such as the termination of the Scheme, the Board's withdrawal of recommendation, the pursuit of sale of the Wealth Management business, and future plans including cost reduction and balance sheet strengthening. The document is an update on corporate actions and strategic direction rather than a full financial report or detailed financial statements. It does not contain comprehensive financial data or detailed management discussion typical of Annual Reports, Interim Reports, or Earnings Releases. It also does not fit categories like M&A filings or regulatory certifications. The content is a corporate announcement about a significant transaction update and strategic decisions, which aligns best with Capital/Financing Update (CAP). The document length (6492 characters) and content support this classification with high confidence.
2025-02-23 English

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