PPT
Perpetual Limited
🇦🇺 ASX
🕊️ SOCIALLY AWARE
🍃 HIGH ESG SCORE
🌳 ENVIRONMENTAL
💸 FINANCIALS
💰 HIGH DIVIDEND
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
-10.55%
Annual Growth
5 years average annual growth
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
9
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 1,877 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.
📈 Performance
Price History
-54.94%
1M
1Y
10Y
Graph
Table
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🗓️ Investing frequency calculator
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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
2025
$0.00
0.00%
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%
💵 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*
$20.31
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in PPT
9
📊 Total Capital Earnings
$28K
🔃 Average investment frequency
34 weeks
💵 Average investment amount
$2,470
⏰ Last time a customer invested in PPT
39 days
PPT investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
25%
Less than 50k
58%
👶 Age of investors
18 - 25
26 - 34
35 - 90
89%
🙋 Legal gender of investors
Female
67%
Male
33%
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📊 Share price
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🇦🇺 AUSTRALIA
🧱 MATERIALS
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⛳️ DIVERSIFIED
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🌏 GLOBAL
⛳️ DIVERSIFIED
ANZ
ANZ Group Holdings Ltd. operates as a non-operating holding company. The company operates in six divisions: Australia Retail, Australia Commercial, Institutional, New Zealand, Pacific, and Group Center. The Australia Retail division offers a range of banking services, such as home loans, deposits, credit cards and personal loans. The company also offers digital and Internet banking and phone banking. The Australia Commercial division provides a full range of banking products and financial services, including asset financing, across customer segments: small business owners and medium commercial customers. The Institutional division services government, global institutional and corporate customers across Australia, New Zealand and International. The New Zealand division provides personal banking and wealth management services. The Pacific division provides retail products for traditional relationship banking. The Group center supports the operating divisions, including technology, property, and risk management.
🙌 Performance (5Yr p.a)
3.29%
📊 Share price
$29.45 AUD
⚖️ HIGH GOVERNANCE
💰 HIGH DIVIDEND
🏦 BANKING
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📊 Share price
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⛏️ MINING
Pepper Money Ltd. engages in the provision of home loan, car loan, and personal loan solutions for borrowers. The company is headquartered in North 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.
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💸 FINANCIALS
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🙌 Performance (5Yr p.a)
7.46%
📊 Share price
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🤖 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.