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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 2026-03-25 Major Shareholding Noti…
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 - NCC Group PLC
Major Shareholding Notification Classification · 52% confidence The provided document is Form 8.3 – a public opening position/dealing disclosure by Perpetual Limited under Rule 8.3 of the UK Takeover Code (an RNS announcement). It details the investor’s interest and a recent purchase in NCC Group plc shares. Although Filings like this fall under the London Stock Exchange’s RNS service, our taxonomy includes “Major Shareholding Notification (MRQ)” for notifications of meaningful shareholding positions and dealings. This best matches the disclosure of significant share interests and reported dealing activity in relevant securities.
2026-03-25 English
Form 8.3 - International Personal Finance PLC
Major Shareholding Notification Classification · 92% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, showing an institutional investor’s shareholding level and recent sale in International Personal Finance plc. This is not a director’s insider trade (DIRS) nor a report announcement, but a formal notification of significant shareholding and related transaction. Thus it falls under Major Shareholding Notification (MRQ).
2026-03-24 English
Change in substantial holding 17 pages 1.6MB
Major Shareholding Notification Classification · 100% confidence The document is titled as Annexure A of 9 pages referred to in form 604 Notice of change of interests of substantial shareholder. The content consists of detailed tables listing dates, persons whose relevant interest changed, nature of change, class and number of securities affected, and consideration given. The form 604 is a regulatory filing used to notify changes in substantial shareholdings. The document is lengthy (15,000 characters) and contains detailed transaction data of shareholdings by BlackRock entities. This matches the description of a Major Shareholding Notification, which reports changes in significant share ownership levels crossing thresholds. There is no indication that this is an announcement of a report or a certification letter, so it is not RPA or RNS. It is not a financial report, management information, or any other category. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2026-03-23 English
Change in substantial holding for DOW 9 pages 689.8KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Downer EDI Limited. The document includes transaction details, dates, and signatures. This type of filing is a notification of changes in major shareholding levels, not a financial report, management announcement, or other categories. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed shareholding changes, confirming it is not a brief announcement or certification.
2026-03-23 English
Change in substantial holding for EVT 7 pages 683.8KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, in EVT Limited. The document includes transaction details, dates, and voting power percentages. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as director dealings or capital changes. Therefore, the correct classification is MRQ with high confidence.
2026-03-23 English
Form 8.3 - International Personal Finance PLC
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It reports Perpetual Limited’s >1% holding in International Personal Finance plc and related dealings. This matches a notification of significant shareholding crossing thresholds rather than a company’s own buyback or director insider trades. Therefore it is classified as a Major Shareholding Notification.
2026-03-23 English

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