Perpetual Limited

PPT · Financial Services

About Perpetual Limited (PPT)

Perpetual Limited is a Asset Management company operating in the Financial Services sector.

PPT trades on the Australian Securities Exchange and is classified as a large-cap stock .

Sector
Financial Services
Industry
Asset Management

Key Statistics

Current Price
A$17.28
Market Cap
A$2.01B
52-Week High
A$20.35
52-Week Low
A$15.10
Sector
Financial Services
Industry
Asset Management

A$1,000 Invested in Perpetual Limited (PPT)

1 Year
A$964
+-4%
3 Years
A$1,083
+8%
5 Years
A$631
+-37%
10 Years
A$687
+-31%
Since IPO
A$22,707
+2171%

How much would A$1,000 invested in PPT be worth today?

What would A$1,000 invested in PPT 1 year ago be worth today?

A A$1,000 investment in Perpetual Limited (PPT) in 2025 would be worth A$964 as of November 2026, representing a -3.5% total return.

What would A$1,000 invested in PPT 3 years ago be worth today?

A A$1,000 investment in Perpetual Limited (PPT) in 2023 would be worth A$1,083 as of November 2026, representing a +8.3% total return.

What would A$1,000 invested in PPT 5 years ago be worth today?

A A$1,000 investment in Perpetual Limited (PPT) in 2021 would be worth A$631 as of November 2026, representing a -36.9% total return.

What would A$1,000 invested in PPT 10 years ago be worth today?

A A$1,000 investment in Perpetual Limited (PPT) in 2016 would be worth A$687 as of November 2026, representing a -31.3% total return.

What would A$1,000 invested in PPT at IPO be worth today?

A A$1,000 investment in Perpetual Limited (PPT) at IPO would be worth A$22,707 as of November 2026, representing a +2170.7% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.02%
Positive Months
259
58% of 443
Negative Months
179
40% of 443
Data Period
36+ years
443 months
Best Performers
Best month ever: Feb 2019 (+25.7%)
Best month on avg: August (+3.7%)
Worst Performers
Worst month ever: Mar 2020 (-32.4%)
Worst month on avg: June (-0.6%)

Over the past 36+ years (443 months), Perpetual Limited (PPT) has averaged a monthly return of +1.02% with a median return of +1.34%. The stock had 259 positive months (58%) and 179 negative months (40%). The best month in PPT's history was February 2019 with a +25.7% return, while the worst was March 2020 at -32.4%. Historically, August tends to be the strongest month (averaging +3.7%), and June the weakest (-0.6%).

PPT's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 6 consecutive months of losses. The best full year was 2000 with a cumulative return of +64.5%, and the worst was 2008 at -41.9%.

Annual Returns

Over 37 years of trading history, Perpetual Limited (PPT) has delivered an average annual return of +13.08% with a median return of +8.79%. The compound annual growth rate (CAGR) is +8.81%. The stock posted gains in 22 years (59%) and losses in 15 years (41%).

PPT's best year was 2000 with a +84.90% gain, while the worst was 2008 at -40.09%. The longest streak of consecutive positive years was 6, and the longest losing streak was 3 years. PPT achieved double-digit gains (10%+) in 18 years. It suffered double-digit losses in 11 years.

Avg Return
+13.08%
Best Year
2000 (+84.90%)
Worst Year
2008 (-40.09%)
Positive Years
22/37
Year Return Start End
2026 -0.81% A$17.42 A$17.28
2025 -0.43% A$17.50 A$17.42
2024 -17.55% A$21.22 A$17.50
2023 +10.60% A$19.19 A$21.22
2022 -26.65% A$26.16 A$19.19
2021 +8.79% A$24.04 A$26.16
2020 -11.69% A$27.23 A$24.04
2019 +35.18% A$20.14 A$27.23
2018 -28.76% A$28.27 A$20.14
2017 +4.26% A$27.11 A$28.27
2016 +10.77% A$24.48 A$27.11
2015 +6.00% A$23.09 A$24.48
2014 -0.64% A$23.24 A$23.09
2013 +43.57% A$16.19 A$23.24
2012 +76.23% A$9.19 A$16.19
2011 -30.24% A$13.17 A$9.19
2010 -10.46% A$14.71 A$13.17
2009 +3.27% A$14.24 A$14.71
2008 -40.09% A$23.77 A$14.24
2007 -11.29% A$26.80 A$23.77
2006 +22.17% A$21.93 A$26.80
2005 +14.45% A$19.17 A$21.93
2004 +64.71% A$11.64 A$19.17
2003 +39.59% A$8.34 A$11.64
2002 -23.79% A$10.94 A$8.34
2001 +31.81% A$8.30 A$10.94
2000 +84.90% A$4.49 A$8.30
1999 +15.35% A$3.89 A$4.49
1998 +64.58% A$2.36 A$3.89
1997 +54.23% A$1.53 A$2.36
1996 +68.57% A$0.91 A$1.53
1995 -10.03% A$1.01 A$0.91
1994 +14.87% A$0.88 A$1.01
1993 +30.53% A$0.67 A$0.88
1992 -9.12% A$0.74 A$0.67
1991 +19.99% A$0.62 A$0.74
1990 -18.86% A$0.76 A$0.62

Frequently Asked Questions: PPT

What sector is PPT in? ▼

PPT operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has PPT performed historically? ▼

Over 37 years of trading history, PPT has posted gains in 22 years (59% of the time). The best year was 2000 with a +84.9% return. Past performance does not guarantee future results.

How can I invest in PPT? ▼

You can invest in PPT through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold PPT.

Last updated: 11/1/2026