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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 6,621 across all filing types
Latest filing 2026-05-22 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 - 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
Ceasing to be a substantial holder for VEA 5 pages 624.8KB
Major Shareholding Notification Classification · 90% confidence The document is Form 605 under the Corporations Act 2001 giving notice of ceasing to be a substantial holder in Viva Energy Group, detailing changes in relevant interests and share transactions. This is a statutory major shareholding notification rather than an earnings, management, or financing report. It fits the definition of Major Shareholding Notification (MRQ).
2026-05-18 English
Change in substantial holding - VGL 5 pages 437.6KB
Major Shareholding Notification Classification · 93% confidence The document is a statutory disclosure under the Financial Markets Conduct Act 2013 detailing a movement of 1% or more in a substantial holding in Vista Group International Ltd by Perpetual Limited and its subsidiaries, including share counts before and after the transaction and annexures of transactional details. This clearly corresponds to a Major Shareholding Notification rather than an earnings release, management report, or other category.
2026-05-10 English
Ceasing to be a substantial holder for AMP 5 pages 626.8KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and is a 'Notice of ceasing to be a substantial holder' under the Corporations Act 2001, Section 671B. It details changes in relevant interests and voting securities of a substantial holder, Perpetual Limited, including dates and transaction types. This type of filing is a regulatory notification about changes in significant share ownership levels, specifically ceasing to be a substantial holder. It is not a financial report, earnings release, or management report. It fits the definition of a Major Shareholding Notification (MRQ). The document length is sufficient and contains detailed transaction data, confirming it is the actual notice, not just an announcement of a report.
2026-05-07 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and dealings by Perpetual Limited in securities of LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. The document includes specific information about share ownership percentages, purchases, and sales, but it is not a financial report, earnings release, or management report. It is a regulatory disclosure related to shareholdings and dealings, fitting the definition of a Major Shareholding Notification (MRQ). The document length (8511 characters) and content confirm it is a full disclosure, not just an announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2026-05-07 English

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