)

Jupiter Fund Management (JUP) investor relations material
Jupiter Fund Management H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Strong start to 2025 with positive business momentum, improved client sentiment, and benefits from strategic actions.
Acquisition of CCLA announced for £100m, adding scale, new client channels, and strengthening market position.
Net outflows reduced to £0.2bn in H1 2025, with AUM rising 4% to £47.1bn after a low of £43bn.
Underlying profit before tax was £30.4m; EPS at 4.2p per share; ordinary interim dividend of 2.1p declared.
Focus on cost discipline, efficiency, and achieving a 70% cost:income ratio.
Financial highlights
Net revenue for H1 2025 was £153.9m, down from £173.7m in H1 2024; total net revenue excluding performance fees nearly £149m.
Underlying profit before tax was £30.4m (H1 2024: £47.9m); performance fees for H1 2025 were £5.3m.
Operating costs (excluding performance fees) down nearly £13m from H2 2024, a 9% reduction; total operating costs at £125.4m.
Net flows improved to £(0.2)bn from £(3.4)bn in H1 2024; AUM at £47.1bn as of June 2025.
Interim dividend of 2.1p per share; potential for additional distribution from performance fees.
Outlook and guidance
Expectation of continued positive momentum in both institutional and retail channels for the remainder of the year.
Additional £15m of cost savings targeted, to be fully implemented by end 2026; ongoing investment in operational platform.
Average fee margin forecasted to remain at 66bps for the full year; compensation ratio at 49% for 2025.
Additional capital return planned: 50% of performance fee revenues crystallised in 2025 to be distributed.
CCLA acquisition expected to complete by year-end, adding over £15bn AUM and reinforcing UK market scale.
Next Jupiter Fund Management earnings date

Next Jupiter Fund Management earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage