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Jupiter Fund Management
Jupiter Fund Management (JUP) investor relations material
Jupiter Fund Management H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Feb, 2026
Executive summary
Achieved first calendar year of net inflows since 2017, with GBP 1.3 billion net inflows in 2025, driven by both institutional and retail channels, and AUM up 19% year-over-year to GBP 54 billion at year-end.
Underlying profit before tax rose 42% to GBP 138 million, with net revenue increasing 18% to GBP 431 million, supported by strong investment performance and positive net flows.
Completed two acquisitions, notably CCLA, adding GBP 15 billion AUM and expanding into the nonprofit sector.
Investment performance improved significantly, with 84% of AUM outperforming peers over one year and strong results across all time periods.
Cost discipline and operational efficiency initiatives delivered targeted savings ahead of schedule.
Financial highlights
Net revenues (excluding performance fees) were GBP 311 million, down 5% year-over-year, while performance fee revenues surged to GBP 120 million, resulting in total revenue of GBP 431 million.
Underlying profits totaled GBP 138 million (GBP 62 million excluding performance fees); underlying EPS was 19.4p (8.7p excluding performance fees).
Full year ordinary dividends of 4.4p per share, plus a special dividend of 5.7p per share and GBP 30 million buyback.
Cost income ratio at 82%, with a target of 70% in sight.
Average AUM for the year was GBP 48.1 billion, down 5% from the prior year.
Outlook and guidance
Positive net inflows and AUM growth expected to continue into 2026, with strong leading indicators and further growth opportunities identified.
Fee margins projected to decline to 63 basis points in 2026, reflecting business mix changes.
Performance fees for 2026 guided at GBP 20 million, with significant variability possible.
CCLA integration expected to deliver GBP 16 million in synergy savings by end 2027.
Conservative budgeting for minor outflows from CCLA strategies in 2026.
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Next Jupiter Fund Management earnings date
H1 202624 Jul, 2026
Jupiter Fund Management
Next Jupiter Fund Management earnings date
H1 202624 Jul, 2026
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Frequently asked questions
Jupiter Fund Management Plc is a UK-based financial service provider specializing in the management of medium and long-term investments, primarily focusing on equity investments for retail, institutional, and private client investors. The company offers a broad range of investment products, including UK and offshore mutual funds, segregated mandates, and investment trusts. The company is headquartered in London, England, and its shares are listed on the London Stock Exchange.
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