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Perpetual Limited Director's Dealing 2019

Oct 2, 2019

10538_rns_2019-10-02_39cf6738-a705-482f-b277-d04484c6412d.pdf

Director's Dealing

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==> picture [155 x 54] intentionally omitted <==

Perpetual Limited ABN 86 000 431 827

3 October 2019

ASX Market Announcement Office ASX Limited 20 Bridge St SYDNEY NSW 2000

Level 18 Angel Place 123 Pitt Street Sydney GPO Box 4172 Sydney NSW 2001 Australia DX 365 Sydney Telephone 02 9229 9000 Facsimile 02 8256 1461

Dear Sir/Madam

Perpetual Limited (Perpetual) – Appendix 3Y- Change of Director’s Interest Notice – Philip Craig Ueland

Please find attached an Appendix 3Y for Philip Craig Ueland.

The Appendix 3Y relates to the reinvestment of distributions into Perpetual Investments managed investment schemes :

  • Perpetual Global Innovation Share Fund A Class

  • Perpetual Pure Equity Alpha Fund – Class A

A subsidiary company of Perpetual is the responsible entity of the Funds.

It is considered that this notification is voluntary as the notification does not relate to Perpetual Limited securities and therefore not a notifiable interest of a director as defined in the ASX Listing Rules and would not attract the application of ASX Listing Rule 3.19A.2.

Yours sincerely

==> picture [143 x 22] intentionally omitted <==

Sylvie Dimarco

Deputy Company Secretary

Appendix 3Y Change of Director’s Interest Notice

Rule 3.19A.2

Appendix 3Y

Change of Director’s Interest Notice

Information or documents not available now must be given to ASX as soon as available. Information and documents given to ASX become ASX’s property and may be made public.

Introduced 30/9/2001. Amended 01/01/11

Name of entity Perpetual Limited ABN 86 000 431 827

We (the entity) give ASX the following information under listing rule 3.19A.2 and as agent for the director for the purposes of section 205G of the Corporations Act.

We (the entity) give ASX the following
the director for the purposes of section
information under listing rule 3.19A.2 and as agent for
205G of the Corporations Act.
Name of Director P Craig Ueland
Date of last notice 16 January 2019

Part 1 - Change of director’s relevant interests in securities

In the case of a trust, this includes interests in the trust made available by the responsible entity of the trust

Direct or indirect interest Direct and Indirect
Nature of indirect interest
(including registered holder)
Note: Provide details of the circumstances giving rise to the
relevant interest.
Ueland Pty Ltd ATF Ueland Superannuation
Fund
Date of change Interest disclosed voluntarily
11 July2019

1

Appendix 3Y Change of Director’s Interest Notice

No. of securities held prior to change Direct
3,000 Perpetual Limited shares held in the
name of P Craig Ueland and Mrs Nicole
Ueland
197,210.948 units in Perpetual Wholesale
SHARE-PLUS Long-Short Fund held in the
name of P Craig Ueland and Mrs Nicole
Ueland
2,466,798.627 units in Perpetual Pure Credit
Alpha Fund Class W held in the
name of P Craig Ueland and Mrs Nicole
Ueland
1,647,646.415 units in Perpetual Global
Innovation Share Fund in the name of P
Craig Ueland and Mrs Nicole Ueland
Indirect
886,961.621 units in Perpetual Pure Equity
Alpha Fund – Class A in the name of Ueland
Pty Ltd ATF Ueland Superannuation Fund
1,485,829.051 units in Perpetual Global
Innovation Share Fund in the name of
Ueland Pty Ltd ATF Ueland Superannuation
Fund
Class Units
Number acquired Interest disclosed voluntarily
Direct
48,726.716 units in Perpetual Global
Innovation Share Fund A Class in the name
of P Craig Ueland and Mrs Nicole Ueland
Indirect
13,225.414 units in Perpetual Pure Equity
Alpha Fund – Class A in the name of Ueland
Pty Ltd ATF Ueland Superannuation Fund
43,941.209 units in Perpetual Global
Innovation Share Fund A Class in the name
of Ueland Pty Ltd ATF Ueland
Superannuation Fund
Number disposed Nil

2

Appendix 3Y Change of Director’s Interest Notice

Value/Consideration
Note: If consideration is non-cash, provide details and
estimated valuation
48,726.716 units in Perpetual Global
Innovation Share Fund A Class @$1.150 per
unit
13,225.414 units in Perpetual Pure Equity
Alpha Fund – Class A @$1.071 per unit
43,941.209 units in Perpetual Global
Innovation Share Fund A Class @$1.150 per
unit
No. of securities held after change Direct
3,000 Perpetual Limited shares held in the
name of P Craig Ueland and Mrs Nicole
Ueland
197,210.948 units in Perpetual Wholesale
SHARE-PLUS Long-Short Fund held in the
name of P Craig Ueland and Mrs Nicole
Ueland
2,466,798.627 units in Perpetual Pure Credit
Alpha Fund Class W held in the
name of P Craig Ueland and Mrs Nicole
Ueland
1,696,373.132 units in Perpetual Global
Innovation Share Fund in the name of P
Craig Ueland and Mrs Nicole Ueland
Indirect
900,187.035 units in Perpetual Pure Equity
Alpha Fund – Class A in the name of Ueland
Pty Ltd ATF Ueland Superannuation Fund
1,529,770.260 units in Perpetual Global
Innovation Share Fund in the name of
Ueland Pty Ltd ATF Ueland Superannuation
Fund
Nature of change
Example: on-market trade, off-market trade, exercise of
options, issue of securities under dividend reinvestment
plan, participation in buy-back
Reinvestment of distributions into Perpetual
Investments managed investment schemes.

3

Appendix 3Y Change of Director’s Interest Notice

Part 2 – Change of director’s interests in contracts

Detail of contract Not Applicable
Nature of interest
Name of registered holder
(if issued securities)
Date of change
No. and class of securities to which
interest related prior to change
Note: Details are only required for a contract
in relation to which the interest has changed
Interest acquired
Interest disposed
Value/Consideration
Note: If consideration is non-cash, provide
details and an estimated valuation
Interest after change

Part 3 –[+] Closed period

Part 3 –+Closed period
Were the interests in the securities or contracts detailed above
traded during a+closed period where prior written clearance was
required?
Not applicable
If so, was prior written clearance provided to allow the trade to
proceed during this period?
Not applicable
If prior written clearance was provided, on what date was this
provided?
Not applicable

4