PPT
Perpetual Limited
🇦🇺 ASX
🕊️ SOCIALLY AWARE
💸 FINANCIALS
🍃 HIGH ESG SCORE
💰 HIGH DIVIDEND
🌳 ENVIRONMENTAL
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
-9.14%
Annual Growth
5 years average annual growth
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
10
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 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 1,870 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.
📈 Performance
Price History
-55.07%
1M
1Y
10Y
Graph
Table
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →💰 Dividends
Payouts
💰 Most Recent Dividend Franked Percentage Estimate
50.00%
💰 Average Dividend Franked Percentage Estimate
88.81 %
💰 Dividend reinvestment
* 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%
💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🍃 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
⚖️
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.
🤓 Advanced information
Technical Info
💰 Price*
$21.39
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in PPT
10
📊 Total Capital Earnings
$31K
🔃 Average investment frequency
31 weeks
💵 Average investment amount
$2,470
⏰ Last time a customer invested in PPT
31 days
PPT investor breakdown
💵 Income of investors
More than 200k
150k - 200k
14%
100k - 150k
50k - 100k
21%
Less than 50k
57%
👶 Age of investors
18 - 25
26 - 34
35 - 90
90%
🙋 Legal gender of investors
Female
60%
Male
40%
Pearlers who invest in PPT also invest in...
A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6041.2m in AUM and 200 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.
🙌 Performance (5Yr p.a)
4.86%
📊 Share price
$140.68 AUD
🇦🇺 AUSTRALIA
💸 FINANCIALS
⛳️ DIVERSIFIED
Westpac Banking Corp. engages in the provision of banking and financial services. The company is headquartered in Sydney, New South Wales and currently employs 33,395 full-time employees. Its segments include Consumer, Business and Wealth, Westpac Institutional Bank (WIB), Westpac New Zealand and Group Businesses. Consumer segment provides a full range of banking products and services to customers in Australia through three lines of business consisting of mortgages, consumer finance and cash and transactional banking. Business and Wealth segment comprises business banking, wealth management, private wealth, Westpac Pacific and auto finance. The WIB segment delivers a range of financial products and services to corporate, institutional and government customers. Westpac New Zealand segment provides banking, and wealth products and services for consumer, business and institutional customers in New Zealand.
🙌 Performance (5Yr p.a)
7.68%
📊 Share price
$33.83 AUD
💰 HIGH DIVIDEND
🏦 BANKING
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
4.35%
📊 Share price
$104.33 AUD
⛳️ DIVERSIFIED
🧱 MATERIALS
💸 FINANCIALS
BHP Group Ltd. engages in the exploration, development, production and processing of iron ore, metallurgical coal, and copper. The company is headquartered in Melbourne, Victoria and currently employs 40,981 full-time employees. The firm is a producer of commodities, including iron ore, copper, nickel, potash and metallurgical (steelmaking) coal. The company is focused on offering a range of resources, which provides copper for renewable energy; nickel for electric vehicles; potash for sustainable farming, and iron ore and metallurgical coal for the steel needed for global infrastructure and the energy transition. Its segments include Copper, Iron Ore, and Coal. Its Copper segment is engaged in mining of copper, silver, zinc, molybdenum, uranium, and gold. Its Iron Ore segment is engaged in mining of iron ore. Its Coal segment is engaged in mining of metallurgical coal and energy coal. The firm is also focused on operating Olympic Dam, Prominent Hill, and Carrapateena underground copper-gold mines in South Australia. Its operations are situated in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, South America, and others.
🙌 Performance (5Yr p.a)
3.83%
📊 Share price
$40.16 AUD
💰 HIGH DIVIDEND
⚖️ HIGH GOVERNANCE
⛏️ MINING
Macquarie Group Ltd. operates as a non-operating holding company. The company is headquartered in Sydney, New South Wales and currently employs 20,666 full-time employees. The company went IPO on 2007-11-05. The firm specializes in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advice, access to capital and principal investment. Its segments include Macquarie Asset Management (MAM), Banking and Financial Services (BFS), Commodities and Global Markets (CGM) and Macquarie Capital. MAM segment provides investment solutions to clients across a range of capabilities in private markets and public investments. The BFS segment provides a range of personal banking, wealth management, and business banking products and services to retail clients, advisers, brokers, and business clients. The CGM segment is a global business offering capital and financing, risk management, market access, physical execution, and logistics solutions. Macquarie Capital segment offers advisory and capital raising services.
🙌 Performance (5Yr p.a)
14.23%
📊 Share price
$231.57 AUD
📈 HIGH PRICE GROWTH
💸 FINANCIALS
Want more shares? Try these...
Papyrus Australia Ltd. is a fiber extraction and processing technology company. The firm is focused on developing partnerships with local organizations in banana growing regions, to establish banana processing facilities for the conversion of banana plantation waste into molded food packaging products. The company has created a mechanical process that converts banana plantation waste into commercial quantities of banana fiber pulp, fertilizer, food packaging and other consumable products. The company operates two commercial-scale facilities in Egypt, including a processing plant converting banana waste into pulp and fertilizer and a separate facility converting pulp into food packaging products using fiber molding machines. The company produces products from existing agricultural-waste, using a zero-waste process. The company produces commercial quantities of biodegradable molded food packaging using off-the-shelf molding machines. Its technology converts banana tree waste into useable products, such as liquid fertilizer.
🙌 Performance (5Yr p.a)
-5.56%
📊 Share price
$0.01 AUD
🌳 PAPER & FOREST
Pure Resources Ltd. is an eminent battery metal focused company, which engages in the business of exploration and evaluation operations. The company is headquartered in Subiaco, Western Australia. The company went IPO on 2022-04-21. The firm's projects include Laforge Lithium Project, Mount Monger Project, Yandal Project and Yundamindra Project. The Laforge Lithium Project, which is a significant belt-scale project, totaling 261 square kilometers (km2), is situated 65 kilometers (km) northeast of Patriot Battery Metals Inc.'s corvette discovery in the Superior Province, Quebec, Canada. The Yandal Project consists of granted exploration license E53/2023 that covers an area of approximately 43 square kilometers, which is prospective for gold mineralization, and is situated in the Archean aged Yandal Greenstone belt in the Eastern Goldfields region of Western Australia. The Mount Monger Project is situated within the Mount Monger mining district 55 kilometers southeast of Kalgoorlie. The Yundamindra Project consists of one granted and one tenement applications, E39/2254 and E39/2251, which collectively cover an area of approximately 90 km2.
📊 Share price
$0.14 AUD
⛏️ MINING
Pepper Money Ltd. engages in the provision of home loan, car loan, and personal loan solutions for borrowers. The company is headquartered in Sydney, New South Wales. The company went IPO on 2021-05-25. The firm's segments include Mortgages, Asset Finance, and Loan and Other Servicing. The Mortgages segment includes both residential mortgages and commercial real estate in Australia and New Zealand, and its lending comprises residential prime and non-conforming mortgages. The Asset Finance segment is engaged in the ownership of loans secured over a range of assets, including new and used cars, caravans and small commercial equipment in Australia. The Loan and Other Servicing segment include the servicing of loan portfolios for third parties conducted by the Company in Australia. The Loan and Other Servicing segment also include loan broker servicing (administration and compliance support). The company has a range of product offerings, including residential home loans, asset finance, commercial real estate and novated leases in Australia and residential home loans in New Zealand.
📊 Share price
$1.31 AUD
💸 FINANCIALS
Praemium Ltd. engages in the provision of fully integrated wealth management platform, which provides advisers and wealth managers with the ability to construct a holistic wealth management solution for their clients via a seamless digital platform experience. The company is headquartered in Melbourne, Victoria. The company went IPO on 2006-05-11. The firm is engaged in the provision of virtual managed accounts and financial planning software licenses and administering the Australian managed account platform. The firm's Investor Portal allows the users to provide a digital service and give the clients continuous access to their portfolio on any smart device. This allows to spend less time on portfolio updates and more on engagement with the clients on strategy, goals and progress. Its Investor Portal provides the clients with online access to up-to-date information; such as, valuations, asset breakdowns, performance charts, and cash and trade transactions. Its SuperSMA allows members to access a range of investments via the registered managed investment scheme The Separately Management Account.
🙌 Performance (5Yr p.a)
3.93%
📊 Share price
$0.66 AUD
🤖 TECHNOLOGY
🕊️
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.