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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 2023-09-03 Director's Dealing
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
Appendix 3Y - F Trafford-Walker 2 pages 275.4KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details the change in securities holdings of a director, including the number of shares held before and after the change, the nature of the transaction (on-market trade), and dates. There is no financial performance data, management discussion, or report content. The document is a formal notification of a director's personal share transactions, which fits the definition of 'Director's Dealing' filings. The document length is 3351 characters, which is consistent with a notice rather than a full report. Therefore, the correct classification is DIRS (Director's Dealing).
2023-09-03 English
Change in substantial holding 25 pages 3.2MB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 filed under the Corporations Act 2001, specifically a "Notice of change of interests of substantial holder." It details changes in voting power and relevant interests of a substantial shareholder (State Street Corporation and subsidiaries) in Perpetual Limited. The form includes dates of changes, previous and present voting power percentages, and detailed annexures listing securities held and nature of interests. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory notice about shareholding changes.
2023-08-31 English
Becoming a substantial holder for MMS 5 pages 944.9KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of initial substantial holder under the Corporations Act 2001. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in McMillan Shakespeare Limited, including voting power, relevant interests, consideration paid, and associates. This type of filing is a notification of a major shareholding change, specifically the initial substantial holder notice. It is not a financial report, earnings release, or management report. It is a regulatory disclosure about share ownership thresholds being crossed. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and content confirm it is a full notice, not just an announcement or certification.
2023-08-29 English
Change in substantial holding for SRV 5 pages 596.0KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, 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 Servcorp Limited. The content includes specific shareholding changes, dates, and transaction details. 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 changes.
2023-08-27 English
FY23 Appendix 4E 3 pages 187.0KB
Annual Report Classification · 95% confidence The document is titled 'Perpetual FY23 Financial Results' and includes multiple references to the full year ended 30 June 2023. It mentions the Appendix 4E, ASX announcement, full year statutory accounts, results presentation, operating and financial review, Appendix 4G, and corporate governance statement. The document contains detailed financial results including revenue, net profit, dividends, and net tangible assets, as well as dividend reinvestment plan details. The presence of audited consolidated financial statements and comprehensive financial data for the full fiscal year indicates this is a full annual report. The document is over 5,000 characters and contains substantive financial data, not just an announcement or certification. Therefore, it fits the definition of an Annual Report (10-K equivalent). FY 2023
2023-08-23 English
Dividend/Distribution - PPT 5 pages 27.9KB
Notice of Dividend Amount Classification · 100% confidence The document is an announcement from Perpetual Limited regarding a dividend distribution. It includes details such as the distribution amount, ex-date, record date, payment date, and information about the Dividend Reinvestment Plan (DRP). The content focuses on the dividend payment specifics rather than presenting a full financial report or analysis. The document length is about 11,149 characters, which is consistent with a detailed announcement but not a full annual or interim report. There is no financial statement or management discussion included. This matches the definition of a Notice of Dividend Amount (DIV), which announces dividend amounts, payment dates, and related details for shareholders.
2023-08-23 English

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