Perpetual Ltd Long-term Investment Intensity

Latest as of June 2025: 9.5%

Perpetual Ltd long-term investment intensity. Perpetual Ltd (PPT) has a Long-term Investment Intensity of 9.5% as of June 2025. Long-term investments of AU$325.60 Million represent 9.5% of total assets of AU$3.42 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read PPT total liabilities for a breakdown of total debt and financial obligations.

LT Investment Intensity

9.5%
LT Investments / Total Assets

Long-term Investments

AU$325.60 Million
AUD

Total Assets

AU$3.42 Billion
AUD

Country

Australia
AU

Long-term Investment Intensity of Perpetual Ltd (2014–2025)

Long-term investment intensity of Perpetual Ltd from 2014 to 2025. This chart shows how Perpetual Ltd's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the intensity stands at 9.5%, reflecting long-term investments of AU$325.60 Million against total assets of AU$3.42 Billion AUD.

Perpetual Ltd Long-term Investment Intensity by Year (2014–2025)

Perpetual Ltd long-term investment intensity by year from 2014 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Perpetual Ltd from 2014 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see PPT total asset value.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 9.5% AU$325.60 Million AU$3.42 Billion ▼ -1.7 pp
2024 11.2% AU$381.70 Million AU$3.40 Billion ▲ +3.8 pp
2023 7.4% AU$291.40 Million AU$3.94 Billion ▼ -1.3 pp
2022 8.7% AU$152.00 Million AU$1.75 Billion ▼ -0.6 pp
2021 9.3% AU$150.35 Million AU$1.62 Billion ▲ +2.4 pp
2020 6.9% AU$80.69 Million AU$1.17 Billion ▲ +0.9 pp
2019 6.0% AU$69.66 Million AU$1.15 Billion ▲ +0.0 pp
2018 6.0% AU$74.97 Million AU$1.25 Billion ▲ +0.6 pp
2017 5.4% AU$63.08 Million AU$1.17 Billion ▼ -1.2 pp
2016 6.5% AU$75.49 Million AU$1.15 Billion ▲ +1.9 pp
2015 4.6% AU$52.04 Million AU$1.12 Billion ▲ +0.6 pp
2014 4.0% AU$45.26 Million AU$1.12 Billion —
pp = percentage points