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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 2026-05-29 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 - DCC plc
Major Shareholding Notification Classification · 92% confidence The document is an RNS announcement containing a Form 8.3 “Opening Position Disclosure” under Rule 8.3 of the Irish Takeover Panel rules, detailing interests in shares of DCC plc representing 1% or more. This is a notification of changes in significant share ownership levels (crossing thresholds), matching the Major Shareholding Notification category.
2026-05-29 English
Form 8.3 - LondonMetric plc
Major Shareholding Notification Classification · 85% confidence The document is a UK Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It reports crossing and holdings of 1%+ share thresholds in LondonMetric Property plc and Schroder REIT by Perpetual Limited. This constitutes a Major Shareholding Notification rather than director dealing, a report publication, or a share‐buyback. Therefore, it falls under Major Shareholding Notification (MRQ).
2026-05-29 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 85% confidence The document is an Irish Takeover Panel Form 8.3 “Opening Position Disclosure” under Takeover Rules, showing a person’s shareholding interest and dealings in a target company’s securities (DCC plc) at or above 1%. This is a threshold crossing/substantial shareholding notification rather than a financial report or management announcement. It corresponds to a Major Shareholding Notification.
2026-05-28 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 92% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under the Takeover Code. It details Perpetual Limited’s share holdings and transactions in LondonMetric Property plc and Schroder Real Estate Investment Trust Limited, triggering the 1% threshold disclosure requirement. This is a major shareholding notification rather than an earnings release, management change, or AGM material. Therefore it classifies as a Major Shareholding Notification.
2026-05-27 English
Form 8.3 - LondonMetric Property Inc
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 disclosure under Rule 8.3 of the UK Takeover Code, detailing a public opening position disclosure and a small sale by Perpetual Limited after crossing the 1% ownership threshold in LondonMetric Property PLC. This is not a director’s personal trade nor a financial report, but a notification of a significant shareholding change. It matches the Major Shareholding Notification category.
2026-05-22 English
Ceasing to be a substantial holder for SEK 5 pages 626.7KB
Major Shareholding Notification Classification · 98% confidence The document is an Australian Form 605 under the Corporations Act 2001, Section 671B, specifically a "Notice of ceasing to be a substantial holder." It details changes in relevant interests and share transactions by a substantial holder, fitting the definition of a Major Shareholding Notification (MRQ).
2026-05-18 English

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