Jupiter Fund Management/£JUP
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Jupiter Fund Management
Jupiter Fund Management is an investment management company headquartered in London, United Kingdom. The firm specializes in managing mutual funds, investment trusts, and institutional investments, offering products across various asset classes including equities, fixed income, multi-asset, and alternatives. Founded in 1985, Jupiter has established a presence in key financial markets, actively managing investment portfolios for both individual and institutional clients. The company's strategic positioning includes a focus on delivering value through active management and fostering strong client relationships. Jupiter's competitive strengths lie in its experienced fund management team and its ability to adapt to diverse market conditions.
- Ticker
- £JUP
- Sector
- Finance
- Primary listing
- LSE
- Employees
- 442
- Headquarters
- London, United Kingdom
JUP Metrics
BasicAdvanced
£878M
9.62
£0.18
1.30
£0.12
6.60%
Price and volume
Market cap
£878M
Beta
1.3
52-week high
£2.04
52-week low
£1.30
Average daily volume
1.2M
Dividend rate
£0.12
Financial strength
Current ratio
1.808
Quick ratio
1.576
Long term debt to equity
0.047
Total debt to equity
0.047
Dividend payout ratio (TTM)
49.90%
Interest coverage (TTM)
103.86%
Profitability
EBITDA (TTM)
150.1
Gross margin (TTM)
100.00%
Net profit margin (TTM)
21.21%
Operating margin (TTM)
29.65%
Effective tax rate (TTM)
25.61%
Revenue per employee (TTM)
£1,110,000
Management effectiveness
Return on assets (TTM)
7.14%
Return on equity (TTM)
12.03%
Valuation
Price to earnings (TTM)
9.618
Price to revenue (TTM)
1.883
Price to book
1.01
Price to tangible book (TTM)
2.94
Price to free cash flow (TTM)
6.391
Free cash flow yield (TTM)
15.65%
Free cash flow per share (TTM)
0.278
Dividend yield (TTM)
6.60%
Growth
Revenue change (TTM)
42.43%
Earnings per share change (TTM)
71.62%
3-year revenue growth (CAGR)
9.27%
10-year revenue growth (CAGR)
4.04%
3-year earnings per share growth (CAGR)
19.04%
10-year earnings per share growth (CAGR)
-4.39%
3-year dividend per share growth (CAGR)
14.47%
10-year dividend per share growth (CAGR)
-8.82%
What the Analysts think about JUP
Analyst ratings (Buy, Hold, Sell) for Jupiter Fund Management stock.
Analyst projections of the future price of Jupiter Fund Management stock.
Bulls say / Bears say
Jupiter recorded £700m of net inflows in the third quarter, taking year-to-date inflows to £1.4bn, while assets under management reached a record £75.9bn. Its retail, wholesale and investment trust channel delivered a fifth consecutive positive quarter, suggesting the recovery in client demand is broadening. (Reuters)
At the end of June, 77% of Jupiter’s pre-existing mutual fund assets had beaten their peer-group median over three years. Sustained fund performance can help retain clients and support future inflows. (TradingView News)
Underlying first-half profit before tax rose 67% to £50.7m, and Jupiter increased its minimum annual CCLA synergy target to £17m. Successful delivery would add to earnings growth as the acquired business is integrated. (Investing.com)
CCLA recorded £500m of net outflows in the third quarter following weaker investment performance, even as Jupiter’s wider business attracted new money. Continued withdrawals could undermine the acquired business’s contribution and make integration harder. (Money Marketing)
CCLA’s average fee rate was 42 basis points, compared with 64 basis points for Jupiter’s pre-existing business, bringing the group average to 60 basis points. A shift towards lower-fee assets means AUM growth may translate into slower fee-revenue growth. (TradingView News)
Jupiter’s cost:income ratio improved to 77% in the first half but remains seven percentage points above its medium-term 70% target. Closing that gap depends partly on revenue growth, which management cannot fully control. (TradingView News)
Data summarised monthly by Lightyear AI. Last updated on 18 Oct 2026.
JUP Financial Performance
Revenues and expenses
JUP Earnings Performance
Company profitability
Upcoming events
No upcoming events
Funds containing JUP
AllGBPUSDEUR
Fund name | Fund size | £JUP weighting |
|---|---|---|
Vanguard FTSE 250£VMIG | £569M | 0.23% |
Vanguard FTSE 250£VMID | £1.5B | 0.23% |
iShares FTSE 250£MIDD | £672M | 0.23% |
Xtrackers MSCI Europe Small Cap£XXSC | $3.6B | 0.06% |
Xtrackers MSCI Europe Small Cap€DX2J | $3.6B | 0.06% |
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by London Stock Exchange, through Infront.