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Perpetual Limited - Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,658 across all filing types
Latest filing 2026-04-08 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
Appendix 3Y - P Ruiz 2 pages 1.1MB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details changes in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the interest, and the date of change. The document is short (3897 characters) and focuses solely on insider share transactions by a company director. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). There is no indication that this is a full financial report or an announcement of a report, nor does it fit other categories such as management changes or regulatory filings. Therefore, the correct classification is DIRS.
2026-04-08 English
Appendix 3Y - F Trafford-Walker 2 pages 1.1MB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details changes in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the change (issue of securities under a dividend reinvestment plan), and confirms no trades during closed periods. This is a clear report of personal share transactions by a company director, which fits the definition of Director's Dealing filings. The document length is 3692 characters, which is typical for such notices and not a report or announcement of a report. Therefore, the correct classification is Director's Dealing (DIRS).
2026-04-08 English
Application for quotation of securities - PPT 6 pages 17.6KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 2A form, which is a standard ASX (Australian Securities Exchange) form used for the application for quotation of securities. It details the issuance of new securities under a dividend or distribution plan, including the number of securities, issue date, and other listing rule compliance information. This type of document is not a financial report, earnings release, or management discussion, but rather an official announcement related to capital changes and securities quotation on the exchange. Therefore, it fits the category of Share Issue/Capital Change (SHA). The document length and content confirm it is a full announcement, not just a brief notice or report publication announcement.
2026-04-08 English
Ceasing to be a substantial holder for RWC 6 pages 630.2KB
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 and voting securities of a substantial holder, including transaction dates, types, and quantities. This type of filing is a notification about changes in major shareholding levels, specifically the cessation of substantial holding status. It is not a financial report, management announcement, or other types of filings. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a substantive notice, not a brief announcement or certification.
2026-04-08 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 85% confidence The document is a Form 8.3 public opening position disclosure under Rule 8.3 of the Takeover Code, detailing a person’s interest in relevant securities (1%+). This is a notification of a significant shareholding position/disclosure by a person (Perpetual Limited) rather than a company report, management change, or earnings release. It corresponds to our “Major Shareholding Notification” category.
2026-04-02 English
Notification of cessation of securities - PPT 4 pages 14.7KB
Share Issue/Capital Change Classification · 95% confidence The document is titled 'Appendix 3H - Notification of cessation of securities' and details the cessation of certain securities (performance rights) for Perpetual Limited. It includes specific information about the securities that have ceased, the reasons for cessation, and the updated issued capital following these changes. The document is a regulatory announcement related to changes in the company's issued capital securities, specifically notifying the market and the ASX about securities that have ceased. It is not a financial report, earnings release, or management discussion, but rather a formal notification of securities cessation. This fits the category of Share Issue/Capital Change (SHA), which covers announcements regarding new share issues, stock splits, or other capital changes including cessation of securities.
2026-04-01 English

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