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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 6,636 across all filing types
Latest filing 2023-04-27 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 REP 8 pages 603.3KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which relates to notices of change of interests of substantial holders. The content details changes in voting power, transactions affecting shareholdings, and relevant interests of a substantial holder (Perpetual Limited and its related bodies corporate) in the Ram Essential Services Property Fund. It includes detailed tables of share transactions and voting power changes. 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 not an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes.
2023-04-27 English
Perpetual Q3 Business Update 7 pages 277.6KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Third Quarter 2023 Business Update' and references the period ended 31 March 2023, indicating it is a quarterly update. It contains detailed financial data such as assets under management (AUM), net flows, and segment performance across regions and asset classes. The document also mentions an investor call to discuss the quarterly update. The length is substantial (15,000 characters), and it includes substantive financial data and analysis rather than just an announcement or a brief summary. There is no indication that this is a full annual report (10-K) or an earnings release (ER) which typically focus on earnings highlights. The detailed financial and business performance data for a quarter aligns with the definition of an Interim / Quarterly Report (IR). Q3 2023
2023-04-26 English
Update on Pendal integration and synergies 2 pages 117.3KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 27 April 2023 from Perpetual Limited. It provides an update on the integration of Pendal Group, synergy targets, implementation costs, debt position, and mentions an investor call to discuss this announcement and a quarterly update. The content focuses on operational integration progress, synergy realization, and debt reduction, rather than presenting comprehensive financial statements or detailed quarterly results. The document length is 4062 characters, which is relatively short and reads like a corporate update announcement rather than a full interim or quarterly report. It also includes an invitation to an investor call, which suggests this is a capital/financing update or operational update rather than a full earnings release or interim report. There is no detailed financial data or analysis typical of an Interim/Quarterly Report (IR) or Earnings Release (ER). Therefore, the best fitting category is Capital/Financing Update (CAP), as it discusses debt reduction and integration synergies related to financing and capital structure.
2023-04-26 English
Form 8.3 - [Smoove plc]
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports the shareholding position of Perpetual Limited in Smoove plc. This type of document is a mandatory disclosure of major shareholdings or interests during an M&A process. Since it specifically relates to a change or notification of significant share ownership levels (crossing thresholds or maintaining disclosure requirements during an offer), it falls under the 'Major Shareholding Notification' category.
2023-04-24 English
Third Quarter Update - Template 4 pages 134.5KB
Capital/Financing Update Classification · 90% confidence The document is an ASX announcement dated 21 April 2023 from Perpetual Limited providing a template for its third quarter business update. It outlines changes to quarterly reporting templates, including detailed breakdowns of assets under management (AUM) by asset class and region. The document mentions the upcoming third quarter update scheduled for 27 April 2023 and an investor conference call. The content includes tables of AUM and flows data by channel, asset class, and region, but does not contain actual financial statements or detailed financial analysis. It is a preparatory announcement about the format and content of the forthcoming quarterly update rather than the quarterly report itself. The document length is 4696 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this document is best classified as a Capital/Financing Update (CAP) because it relates to updates on business metrics (AUM) and reporting templates relevant to financial performance updates, but it is not the full interim or quarterly report itself.
2023-04-20 English
Ceasing to be a substantial holder for FPR 3 pages 558.1KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under the Corporations Act 2001. It details changes in relevant interests and voting securities of a substantial holder, including transaction dates, types, and quantities. This type of filing is a notification about 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.
2023-04-17 English

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