NZX Governance Explorer
Latest disclosure29 May 2025
Back to Shareholders

Perpetual Fund Services Limited (PFSL)

fund
Companies
2
Portfolio holdings
Total Shares
307K
Across all holdings
Avg Voting Rights
5.00%
Per company average
Sectors
1
Diversified across

Sector Exposure

Industrials

Substantial holding history

Periods this holder was at or above 5%, from its NZX substantial holder disclosures.

Profit and loss figures are withheld while the calculation is rebuilt. Our recorded P&L for substantial holders did not survive a recompute: some of the largest “trades” are strategic or index holdings rather than trades, and some were priced on the wrong exchange. Until it is fixed, this page shows holdings and disclosure dates only, with no P&L, returns, win rates or rankings by performance.
CompanySharesFirst disclosedLast disclosedHolding
Downer EDI Limited DOW35,855May 2025May 20250 days
Downer EDI Limited DOW271,510Nov 2024Nov 20240 days

Historical Holdings (2)

Exited

No disclosure in the past 12 months - likely divested or reduced below reporting threshold

CompanyShares HeldVoting RightsRelationshipHolding Period
Downer EDI Limited
DOWIndustrials
35,855
5.00%Substantial
Shareholder
29 May 2025
Downer EDI Limited
DOWIndustrials
271,510
5.00%Substantial
Shareholder
20 Nov 2024

Frequently Asked Questions

What sectors does Perpetual Fund Services Limited (PFSL) invest in?

Perpetual Fund Services Limited (PFSL) has diversified holdings across 1 sector on the NZX, including Industrials. Their portfolio demonstrates a focused investment approach across the New Zealand stock market.

How many NZX companies does Perpetual Fund Services Limited (PFSL) invest in?

Perpetual Fund Services Limited (PFSL) currently holds substantial shareholdings (5% or more voting rights) in 2 companies listed on the New Zealand Stock Exchange. This represents a selective presence in the New Zealand equity market.

What is Perpetual Fund Services Limited (PFSL)'s total voting influence on the NZX?

Across their 2 substantial shareholdings, Perpetual Fund Services Limited (PFSL) controls approximately 10.00% in combined voting rights. Substantial shareholders with 5% or more voting rights have significant influence over company decisions, including board appointments, executive compensation, and strategic direction.

Is Perpetual Fund Services Limited (PFSL) a good investment manager?

Perpetual Fund Services Limited (PFSL) is an institutional investor with substantial holdings in New Zealand listed companies. Their investment performance can be tracked through their disclosed shareholdings and changes in ownership positions over time. NZXplorer tracks all substantial shareholder disclosures, allowing you to monitor Perpetual Fund Services Limited (PFSL)'s buying and selling activity across the NZX.

Where can I find more information about Perpetual Fund Services Limited (PFSL)'s NZX holdings?

NZXplorer provides comprehensive data on Perpetual Fund Services Limited (PFSL)'s shareholdings, including current positions, voting rights percentages, disclosure dates, and historical changes. You can view detailed breakdowns of their holdings by company, sector analysis, and timeline of their investment activity. All data is sourced from official NZX substantial shareholder disclosures.