What smart money is saying about Perpetual
PPT.AX
No fund has written a full thesis on Perpetual in our archive, but 3 fund letters report a position in it — most recently Spheria Opportunities Fund (Spheria Asset Management) in June 2026.
Get an email when a fund writes about it
3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Perpetual on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsSpheria Opportunities Fund (Spheria Asset Management)June 2026
“Within the fund, two holdings - Perpetual (PPT.ASX) and Steadfast (SDF.ASX) - both received takeover approaches after their share prices had fallen to five-year lows.”
Read the letterPerpetual - HoldsSpheria Global Opportunities Fund Spheria Australian Smaller Companies FundJune 2026
“Just after month end, Perpetual (PPT.ASX) announced it had received a takeover approach after its share price had fallen to five-year lows.”
Read the letterPerpetual - HoldsSpheria Global Opportunities FundJune 2026
Listed in Spheria Global Opportunities Fund’s reported holdings.
Read the letterPerpetual
Read the letters behind these Perpetual positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger