Perpetual Ltd (PPT) — Long-term Investment Intensity

Latest as of June 2025: 9.5%

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. Check Perpetual Ltd liquidity resilience to evaluate the company's liquid asset resilience ratio.

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

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. For the complete balance sheet picture, see Perpetual Ltd asset portfolio.

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. Read debt load of Perpetual Ltd for a breakdown of total debt and financial obligations.

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