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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 2025-02-10 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 DOW 7 pages 951.8KB
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 status of Perpetual Limited and its related bodies corporate in Downer EDI Limited, including voting power percentages, relevant interests, and acquisition details. The document includes extensive transaction data and is a formal regulatory notice about shareholding changes. This matches the definition of a Major Shareholding Notification, which reports changes in significant share ownership levels crossing thresholds. The document is not an annual report, earnings release, or any other financial report type, but a regulatory filing specifically about shareholding. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence score.
2025-02-10 English
2025 Half Year Results Briefing 2 pages 103.0KB
Report Publication Announcement Classification · 95% confidence The document is a short announcement (1717 characters) from Perpetual Limited regarding the upcoming release of its half year 2025 financial results and an invitation to a results briefing. It does not contain any actual financial data or detailed financial statements. It explicitly states the results will be released on a future date and invites attendance at a briefing. This fits the pattern of a Report Publication Announcement (RPA), as it announces the timing and details of the report release rather than being the report itself.
2025-02-05 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 company. It details shareholdings and recent dealings in Dowlais Group plc. While it relates to M&A activity, it is specifically a disclosure of shareholding changes and dealings, which falls under the 'Major Shareholding Notification' category in the provided schema.
2025-02-05 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document specifically details the shareholding position of Perpetual Limited in American Axle & Manufacturing Holdings, Inc. in the context of a takeover or merger scenario. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the nature of the disclosure regarding significant shareholdings in the context of a takeover, it falls under the category of Major Shareholding Notification (MRQ).
2025-01-30 English
Form 8.3 - Dowlais Group plc
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form is used to disclose shareholdings and dealings during an M&A process. Since it relates to major shareholding notifications and regulatory compliance regarding takeover activity, it falls under the 'Major Shareholding Notification' category.
2025-01-30 English
Second Quarter FY25 Business Update 7 pages 407.0KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Second Quarter FY25 Business Update' and provides detailed financial and operational data for the quarter ended 31 December 2024. It includes asset under management (AUM) figures, flows, currency impacts, and performance commentary. It also discusses expected expense guidance and significant items for the upcoming half year financial results, and mentions the date for the half year results announcement. The document is approximately 15,000 characters long and contains substantive financial data and analysis for a period shorter than a full fiscal year (quarterly). It is not merely an announcement of a report or a certification. Therefore, it fits the definition of an Interim / Quarterly Report (IR). Q2 2025
2025-01-29 English

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