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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 2026-03-23 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 DOW 9 pages 689.8KB
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 Downer EDI Limited. The document includes transaction details, dates, and signatures. This type of filing is a notification of changes in major shareholding levels, not a financial report, management announcement, or other categories. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed shareholding changes, confirming it is not a brief announcement or certification.
2026-03-23 English
Change in substantial holding for EVT 7 pages 683.8KB
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, in EVT Limited. The document includes transaction details, dates, and voting power percentages. 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 substantive and not merely an announcement or certification, and it does not fit other categories such as director dealings or capital changes. Therefore, the correct classification is MRQ with high confidence.
2026-03-23 English
Form 8.3 - International Personal Finance PLC
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It reports Perpetual Limited’s >1% holding in International Personal Finance plc and related dealings. This matches a notification of significant shareholding crossing thresholds rather than a company’s own buyback or director insider trades. Therefore it is classified as a Major Shareholding Notification.
2026-03-23 English
Becoming a substantial holder for VEA 8 pages 1.0MB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of initial substantial holder filed under the Corporations Act 2001. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Viva Energy Group Limited, including voting power percentages, relevant interests, and transactions in shares. The form is a regulatory disclosure about changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification filings. The document is lengthy (15,000 characters) and contains detailed shareholding data and transaction history, confirming it is not a brief announcement or a report publication notice. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2026-03-22 English
Form 8.3 - LondonMetric Property 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 a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to report major shareholding changes and dealings in the context of a takeover or merger, which falls under the 'Major Shareholding Notification' category.
2026-03-20 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required 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 dealings in LondonMetric Property plc. This type of disclosure is a specific regulatory requirement for M&A-related activity and is classified under 'Major Shareholding Notification' (MRQ) as it pertains to significant share ownership and changes in holdings during a takeover period.
2026-03-19 English

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