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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 6,635 across all filing types
Latest filing 2024-03-06 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
Form 8.3 - Barratt Developments PLC
Major Shareholding Notification Classification · 95% 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 during an M&A transaction. It details shareholdings and dealings in Barratt Developments plc and Redrow plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings rather than a corporate announcement of a merger or acquisition itself. Therefore, it falls under the category of Major Shareholding Notification (MRQ).
2024-03-06 English
Form 8.3 - Smith (DS) PLC
Regulatory Filings Classification · 95% 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 during an M&A transaction. It details shareholdings and dealings in Smith (DS) plc. Since it is a specific regulatory disclosure regarding shareholdings and M&A-related activity, and does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'M&A Activity' (which refers to the corporate announcement of the deal itself), it is best classified under the fallback category for regulatory announcements.
2024-03-04 English
Change in substantial holding for SHV 15 pages 637.9KB
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 Select Harvests Limited. The form includes dates, transaction types, and shareholding changes. This type of filing is a notification of changes in major shareholding levels, not a financial report, management information, or other report types. It fits the definition of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed shareholding changes, confirming it is not a brief announcement or certification but a formal notification.
2024-03-04 English
Form 8.3 - Smith (DS) PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code when a person holds 1% or more of a company's securities during an M&A transaction. It details shareholdings and dealings in the securities of Smith (DS) plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the crossing of thresholds and disclosure of interests, which fits the 'MRQ' category.
2024-03-01 English
Form 8.3 - Equals 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 specific form is used to disclose positions and dealings in the context of M&A activity. Since it is a formal notification of shareholding changes related to a takeover, it falls under the 'Major Shareholding Notification' category.
2024-02-29 English
Appendix 4D 3 pages 528.9KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Perpetual Half Year Financial Results' and references the 'Appendix 4D' which is a standard Australian Securities Exchange (ASX) announcement for half-year financial results. It includes financial data for the half year ended 31 December 2023, such as revenue, net profit, dividend information, and net tangible assets. The document also discusses the Dividend Reinvestment Plan (DRP) and provides detailed financial figures and dates. The presence of substantive financial data and analysis for a period shorter than a full fiscal year indicates this is a comprehensive interim/quarterly report rather than just an announcement or summary. The document length is 4495 characters, which is sufficient to contain detailed financial information. Therefore, the appropriate classification is Interim / Quarterly Report (IR). H1 2024
2024-02-27 English

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