Perpetual Limited (ASX: PPT) reported a 2.5% quarter-on-quarter rise in assets under management (AUM), reaching AU$226.8 billion as of 30 June 2025, driven by strong equity market performance, particularly in global and U.S. strategies. The company’s Corporate Trust business also grew steadily, with funds under administration rising to AU$1.27 trillion, supported by robust non-bank RMBS securitisation. Wealth Management funds under advice (FUA) increased 2% to AU$21.5 billion, benefiting from market tailwinds. Perpetual achieved its targeted AU$30 million in annualised cost savings, reaffirmed FY25 guidance, and is advancing the divestment of its Wealth business. Its asset management subsidiaries—Barrow Hanley, Pendal, and JOHCM—saw mixed flows but benefited overall from improved market sentiment. Currency fluctuations and modest net outflows partially offset gains, but the company remains well-positioned across multiple business lines amid a recovering global investment landscape.
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Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
