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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 2024-02-12 M&A Activity
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 - Mondi PLC
M&A Activity Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details the interests and short positions of a person (Perpetual Limited) in the relevant securities of an offeror/offeree (Mondi plc) during an M&A transaction. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, which falls under the category of M&A Activity (TAR) as it pertains to takeover-related disclosures.
2024-02-12 English
Form 8.3 - Redrow plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports the interests and short positions of a person (Perpetual Limited) in the relevant securities of an offeror/offeree (Redrow plc) during an M&A transaction. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Major Shareholding Notification' category as it reports significant ownership levels and positions in the context of a takeover.
2024-02-09 English
Form 8.3 - Barratt Developments plc
Regulatory Filings Classification · 98% 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 the shareholding position of Perpetual Limited in Barratt Developments plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings rather than a merger announcement or takeover bid document itself. Therefore, it falls under the category of Regulatory Filings (RNS).
2024-02-09 English
Form 8.3 - Equals Group PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of filing is specifically used to notify the market of significant shareholding changes or dealings during a takeover offer. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically tied to the Takeover Code and the disclosure of positions/dealings in the context of an offer. Given the specific regulatory nature and the lack of a better-fitting category for takeover-related disclosures, it is classified as a Major Shareholding Notification (MRQ) as it reports the position and dealings of a significant shareholder.
2024-02-08 English
Becoming a substantial holder for LNK 6 pages 943.1KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of initial substantial holders. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Link Administration Holdings Limited, including voting power, relevant interests, and transactions in shares. The document includes annexures with detailed transaction data and registered holders. This type of filing is a notification of a major shareholding or change in significant share ownership levels, consistent with the definition of Major Shareholding Notification (MRQ). The document is over 10,000 characters and contains detailed shareholding information, not just an announcement or certification, so it is not a Regulatory Filing (RNS) or Report Publication Announcement (RPA). Therefore, the correct classification is MRQ with high confidence.
2024-02-08 English
2024 Half Year Results Briefing 2 pages 107.2KB
Regulatory Filings Classification · 95% confidence The document is an announcement dated 5 February 2024 from Perpetual Limited regarding an upcoming half year results briefing scheduled for 28 February 2024. It invites shareholders and interested parties to attend a webcast or conference call for the 1H24 financial results. The document does not contain actual financial data or detailed financial statements but serves as an invitation and notification of the event where results will be discussed. The document length is short (1720 characters), and it explicitly states the briefing will occur in the future. Therefore, this is not the interim/quarterly report itself but an announcement about the briefing. According to the rules, such announcements are best classified as Regulatory Filings (RNS) since they do not contain substantive financial data or the report itself.
2024-02-04 English

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