PPT
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Perpetual Limited

πŸ‡¦πŸ‡Ί ASX

πŸ’Έ FINANCIALS

πŸƒ HIGH ESG SCORE

πŸ’° HIGH DIVIDEND

πŸ•ŠοΈ SOCIALLY AWARE

🌳 ENVIRONMENTAL

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸƒ Esg

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

-10.56%
Annual Growth

5 years average annual growth

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

9
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Perpetual Ltd. operates as an independent financial services group, which provides investment management, wealth advice, and corporate fiduciary services to individuals, families, financial advisers, and institutions. The company is headquartered in Sydney, New South Wales and currently employs 1,877 full-time employees. The Company’s segments include Asset Management, Wealth Management, Corporate Trust, and Group Support Services. The Asset Management segment is engaged in the multi-boutique asset management business, offering a range of specialist and differentiated investment capabilities through six boutiques and seven brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.

πŸ“ˆ Performance

Price History

-56.91%

1M

1Y

10Y

Graph

Table

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πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

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πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Most Recent Dividend Franked Percentage Estimate

50.00%

πŸ’° Average Dividend Franked Percentage Estimate

88.81 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of PPT, your last dividend payment(s) would have been:

$ 335.72

on Fri Oct 04 2024

$ 302.63

on Mon Apr 08 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$1.18

50.00%

2023

$1.55

17.50%

2022

$2.09

100.00%

2021

$1.80

100.00%

2020

$1.55

100.00%

2019

$2.50

100.00%

2018

$2.75

100.00%

2017

$2.65

100.00%

2016

$2.55

100.00%

2015

$2.40

50.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸƒ Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
99

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

πŸ•ŠοΈ

Social Score
99

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

βš–οΈ

Governance Score
79

An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$19.85

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in PPT

9

πŸ“Š Total Capital Earnings

$27K

πŸ”ƒ Average investment frequency

34 weeks

πŸ’΅ Average investment amount

$2,470

⏰ Last time a customer invested in PPT

12 days
PPT investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

25%

Less than 50k

58%
πŸ‘Ά Age of investors

18 - 25

26 - 34

35 - 90

89%
πŸ™‹ Legal gender of investors

Female

67%

Male

33%

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πŸ€– TECHNOLOGY

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