Perpetual Ltd (PPT) — 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. See Perpetual Ltd (PPT) net assets for net asset value and shareholders' equity analysis.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Perpetual Ltd Long-term Investment Intensity (2014–2025)
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. Also explore Perpetual Ltd (PPT) total assets for the complete picture of this company's asset base.
Annual Long-term Investment Intensity for Perpetual Ltd (2014–2025)
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 market capitalisation and broader financial context, see Perpetual Ltd (PPT) total market 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 | — |