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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 6,660 across all filing types
Latest filing 2026-02-12 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 - 1Spatial PLC
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which requires disclosure of a person's interests in relevant securities representing 1% or more. It details shareholdings and transactions by Perpetual Limited related to 1Spatial plc. This type of filing is a notification of major shareholding positions and changes, not a financial report or other corporate filing. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure, not just an announcement or certification.
2026-02-12 English
Form 8.3 - Picton Property Income Ltd
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports the interests and short positions of a person (Perpetual Limited) in the relevant securities of an offeror/offeree (Picton Property Income Ltd). This type of disclosure is specifically related to M&A activity and takeover regulations, but since it is a mandatory regulatory disclosure regarding shareholdings during an offer period, it falls under the category of M&A Activity (TAR) as it pertains to takeover-related disclosures.
2026-02-09 English
Form 8.3 - International Personal Finance plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports a change in shareholding (a 'Major Shareholding Notification') by Perpetual Limited in International Personal Finance plc. While it involves share dealings, it is specifically a regulatory disclosure regarding significant ownership thresholds during a takeover period, which falls under the 'Major Shareholding Notification' category.
2026-02-09 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the public opening position and dealing disclosures by a person with interests in relevant securities representing 1% or more of a company involved in a takeover (Rio Tinto). This type of document is a specific regulatory requirement for market transparency during M&A activity and is classified as a Major Shareholding Notification (MRQ) because it reports significant share ownership and changes in holdings relative to a takeover offer.
2026-02-06 English
Form 8.3 - Glencore PLC
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details share dealings and positions in Glencore plc. Since this is a specific regulatory disclosure regarding shareholdings and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership changes and related regulatory disclosures of this nature.
2026-02-06 English
Form 8.3 - Glencore PLC
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details positions and dealings in Glencore plc securities. While it relates to M&A activity (takeover), the specific document type is a regulatory disclosure of shareholdings and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership and changes therein during a takeover period.
2026-02-06 English

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