The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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Report for the Calendar Year or Quarter Ended: | 12-31-2022 |
Check here if Amendment | Amendment Number: | |
This Amendment (Check only one.): | is a restatement. | |
adds new holdings entries. |
Institutional Investment Manager Filing this Report: | |
Name: | Perpetual Ltd |
Address: | LEVEL 18 |
123 PITT STREET | |
SYDNEY, NEW SOUTH WALES, C3 2000 | |
Form 13F File Number: | 028-18148 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager: | ||||
Name: | Sylvie Dimarco | |||
Title: | Company Secretary | |||
Phone: | 61-2-9229-9365 | |||
Signature, Place, and Date of Signing: | ||||
/s/Sylvie Dimarco | Sydney, New South Wales, C3 | 02-14-2023 | ||
[Signature] | [City, State] | [Date] | ||
Perpetual Limited (Perpetual) is the Australian parent holding company of (i) certain U.S. institutional investment managers, Barrow Hanley Mewhinney & Strauss LLC (Barrow Hanley) and Trillium Asset Management, LLC (Trillium) and (ii) an Australian institutional investment manager, Perpetual Investment Management Limited (PIML). For purposes of the reporting requirements under Section 13(f) of the Securities Exchange Act of 1934 (the Act), and the rules promulgated thereunder, Perpetual itself does not exercise, and therefore disclaims, investment discretion with respect to any Section 13(f) securities positions over which its subsidiaries Barrow Hanley, Trillium and PIML exercise such discretion. To the extent, however, that Perpetual's ownership interest in such subsidiaries may nevertheless give rise to a Form 13F obligation on behalf of Perpetual, the information required by Form 13F is reported herein on behalf of such subsidiaries. |
Report Type (Check only one.): | |
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) | |
X | 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) |
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] | |||
Form 13F File Number | Name | ||
028-01006 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | ||
028-03125 | TRILLIUM ASSET MANAGEMENT, LLC | ||
028-21079 | Perpetual Investment Management Ltd |