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Perpetual Limited — Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Filings indexed 6,658 across all filing types
Latest filing 2026-06-18 Director's Dealing
Country AU Australia
Listing ASX PPT · 5 venues

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 plc
Director's Dealing Classification · 100% confidence The document is a FORM 8.3 Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more under Rule 8.3 of the Takeover Code. It discloses shareholdings and dealings related to a takeover offer, specifically for LondonMetric Property plc and related entities. The document contains detailed information about ownership percentages, securities sold, and other regulatory disclosures related to dealings by significant shareholders in the context of a takeover code. This type of document corresponds to the 'Director's Dealing' category, as it reports personal share transactions by significant shareholders or company directors connected with takeover activities.
2026-06-18 English
Ceasing to be a substantial holder for ENN 4 pages 618.4KB
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 section 671B. It details changes in relevant interests of Perpetual Limited and related bodies corporate with respect to Elanor Investors Group. The document includes transaction dates, share amounts sold, and relevant parties. This type of filing is a notification of changes in significant share ownership levels, fitting the definition of a Major Shareholding Notification (MRQ). It is not a financial report, board or management update, or any other specific filing type. Therefore, the classification is MRQ with high confidence.
2026-06-15 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 90% confidence The document is a London Stock Exchange RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code. It reports an institutional shareholder’s ownership levels (exceeding 1%) and related dealings. This is not an annual or interim report, nor a regulatory announcement of publication, nor director insider trade (it’s a threshold disclosure by a person with ≥1% interests). It matches a Major Shareholding Notification (crossing 1% threshold) under our filing taxonomy.
2026-06-12 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 87% confidence The document is a Form 8.3 under the UK Takeover Code, disclosing a person’s opening position and dealings in relevant securities representing over 1% (Perpetual Limited’s holdings and trading in NCC Group plc). This is a notification of significant share ownership and related transactions by an institutional investor, matching the Major Shareholding Notification category.
2026-06-12 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 80% confidence The document is an RNS Form 8.3 “Dealing Disclosure under Rule 8.3 of the Irish Takeover Panel” by Perpetual Limited, showing its interest, percentages and a sale of DCC plc shares. This is a regulatory disclosure of a substantial shareholder’s transactions in relevant securities. It is not an AGM presentation, financial report or management/change announcement. The closest category is Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels under takeover rules.
2026-06-11 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 92% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, detailing share interests over 1% and related transactions. This is a mandatory major shareholding disclosure rather than an earnings release or AGM material. It fits the Major Shareholding Notification category (MRQ), which covers notifications of changes in significant share ownership levels.
2026-06-11 English

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