Perpetual Ltd

PPT: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Perpetual: Offshore Asset Management Drag Persists; Corporate Trust Steady

Shaun Ler

Apr 23, 2026

Perpetual reported a 1% year-on-year decline in funds under management to AUD 219 billion for the March quarter of fiscal 2026. Its corporate trust business saw funds under administration rise 5% from the same time last year.

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Perpetual Ltd

Perpetual: Offshore Asset Management Drag Persists; Corporate Trust Steady

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