Perpetual Limited (PVQ) — Net Asset Quality Index

Latest as of June 2025: 48.2%

Perpetual Limited (PVQ) has a Net Asset Quality Index of 48.2% as of June 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of €3.42 Billion minus total liabilities of €1.77 Billion yields net assets of €1.65 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Read PVQ total liabilities for a breakdown of total debt and financial obligations.

Quality Index

48.2%
Equity / Total Assets

Net Assets

€1.65 Billion
EUR

Total Assets

€3.42 Billion
EUR

Total Liabilities

€1.77 Billion
EUR

Perpetual Limited Net Asset Quality Index Over Time (2014–2025)

This chart shows how Perpetual Limited's Net Asset Quality Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 48.2%, representing net assets of €1.65 Billion against total assets of €3.42 Billion EUR. For live market cap and overall valuation, see market value of Perpetual Limited.

Annual Net Asset Quality Index for Perpetual Limited (2014–2025)

The table below presents the year-by-year Net Asset Quality Index for Perpetual Limited from 2014 to 2025, covering 12 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. Check strategic asset allocation of Perpetual Limited to assess the company's strategic physical and investment asset allocation.

Year Quality Index Net Assets (EUR) Total Assets Total Liabilities Change (pp)
2025 48.2% €1.65 Billion €3.42 Billion €1.77 Billion ▼ -3.0 pp
2024 51.2% €1.74 Billion €3.40 Billion €1.66 Billion ▼ -9.0 pp
2023 60.2% €2.37 Billion €3.94 Billion €1.57 Billion ▲ +7.2 pp
2022 53.0% €925.80 Million €1.75 Billion €820.70 Million ▼ -3.2 pp
2021 56.2% €912.47 Million €1.62 Billion €712.08 Million ▲ +0.2 pp
2020 56.0% €654.34 Million €1.17 Billion €514.81 Million ▼ -1.5 pp
2019 57.5% €662.24 Million €1.15 Billion €490.03 Million ▲ +4.4 pp
2018 53.1% €661.13 Million €1.25 Billion €584.35 Million ▼ -1.1 pp
2017 54.1% €634.38 Million €1.17 Billion €537.16 Million ▲ +1.6 pp
2016 52.5% €605.52 Million €1.15 Billion €547.79 Million ▲ +0.5 pp
2015 52.0% €583.69 Million €1.12 Billion €539.64 Million ▲ +2.3 pp
2014 49.6% €556.40 Million €1.12 Billion €564.64 Million
pp = percentage points