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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 2026-01-22 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 - NCC Group PLC
Major Shareholding Notification Classification · 98% 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 details shareholdings and recent dealings (purchases/sales) by Perpetual Limited in NCC Group plc. While it relates to M&A activity, it is a specific regulatory disclosure of share ownership and trading activity rather than a general M&A announcement (TAR) or a major shareholding notification (MRQ) in the traditional sense. Given the specific nature of Form 8.3 filings under the Takeover Code, it is best classified as a Regulatory Filing (RNS).
2026-01-22 English
Form 8.3 - Rio Tinto PLC & Rio Tinto Limited
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 the shareholding positions and dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (Rio Tinto). This type of document is specifically used to notify the market of significant shareholding changes or interests during a takeover period, which falls under the 'Major Shareholding Notification' category.
2026-01-21 English
Form 8.3 - International Personal Finance 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 the shareholding position and recent dealings of Perpetual Limited in International Personal Finance plc. This type of document is a mandatory disclosure of major shareholding interests during an M&A or takeover process, which falls under the 'Major Shareholding Notification' category.
2026-01-21 English
Form 8.3 - Glencore PLC
Major Shareholding Notification Classification · 99% 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. It details shareholdings and recent dealings in Glencore plc. This type of filing is a specific regulatory disclosure related to M&A activity (takeover bids) and does not fit into the other categories like 'TAR' (which is for the M&A announcement itself) or 'MRQ' (which is for major shareholding notifications). Given the specific regulatory nature and the context of the Takeover Code, it is classified as a Regulatory Filing (RNS).
2026-01-21 English
Form 8.3 - Dowlais Group plc
Regulatory Filings 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 and dealing disclosure by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (Dowlais Group plc). This type of document is a specific regulatory requirement for market transparency during M&A activity, and since it does not fit into the specific 'M&A Activity' (TAR) category (which is for company-issued merger announcements) or other categories, it is classified as a Regulatory Filing (RNS).
2026-01-21 English
Form 8.3 - Picton Property Income Ltd
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 filing details the shareholding position and recent dealings of Perpetual Limited in Picton Property Income Ltd. Since it is a regulatory disclosure regarding shareholdings and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2026-01-21 English

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