Company Perpetual Equity Investment Company Limited

Equities

PIC

AU000000PIC0

Investment Management & Fund Operators

Market Closed - Australian S.E. 02:10:52 2024-06-03 am EDT 5-day change 1st Jan Change
1.18 AUD +0.85% Intraday chart for Perpetual Equity Investment Company Limited -1.26% +4.89%

Business Summary

Perpetual Equity Investment Company Limited is an Australia-based investment company. The investment objective of the Company is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over minimum five-year investment periods. The Company creates a concentrated and actively managed portfolio of Australian securities with typically a mid-cap focus and global listed securities. The Company typically holds 20 to 40 securities, which includes Australian listed securities, global listed securities, and cash. It invests up to 35% in global securities and up to 25% in cash for diversification. The Company invests in various sectors, including materials, consumer discretionary, financials, industrials, real estate, consumer staples, utilities, healthcare, energy, cash/fixed income, and communication services. The Company's investment portfolio is managed by Perpetual Investment Management Limited.

Sales per Business

AUD in Million2022Weight2023Weight Delta
Investment of Funds
100.0 %
21 100.0 % 16 100.0 % -20.69%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
21 100.0 % 16 100.0 % -20.69%

Managers

Managers TitleAgeSince
Corporate Secretary - 14-08-24

Members of the board

Members of the board TitleAgeSince
Chairman 67 17-06-30
Director/Board Member 61 14-08-24
Director/Board Member 67 14-09-25
Director/Board Member - 21-05-12
Director/Board Member - 23-08-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 379,548,351 353,594,249 ( 93.16 %) 0 93.16 %

Shareholders

NameEquities%Valuation
Netwealth Investments Ltd.
3.729 %
14,195,014 3.729 % 11 M $
MLC Investments Ltd.
2.903 %
11,051,561 2.903 % 8 M $
3,125,000 0.8208 % 2 M $
Dec Investments Pty Ltd.
0.5579 %
2,124,052 0.5579 % 2 M $
Walmsley Development Pty Ltd.
0.4884 %
1,859,545 0.4884 % 1 M $
Megfam Investment Co. Pty Ltd.
0.2955 %
1,125,000 0.2955 % 854 708 $
Lawvan Pty Ltd.
0.2688 %
1,023,438 0.2688 % 777 547 $
Black Nile Investments Pty Ltd.
0.2233 %
850,000 0.2233 % 645 779 $
Merck Investment Corp. Pty Ltd.
0.2233 %
850,000 0.2233 % 645 779 $
Iain Livingstone Investments Pty Ltd.
0.2029 %
772,438 0.2029 % 586 852 $

Company contact information

Perpetual Equity Investment Co. Ltd.

Level 18 123 Pitt Street

2000, Sydney

+02 9229 9000

http://www.perpetualequity.com.au
address Perpetual Equity Investment Company Limited(PIC)
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