Jupiter Fund Management (JUP) Q3 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q3 2026 TU earnings summary
15 Oct, 2026AUM and flows
Q3 net inflows £0.7bn; YTD net inflows £1.4bn. AUM rose 3% QoQ to a record £75.9bn, including record pre-existing AUM of £61.7bn.
Market returns added £1.5bn in Q3; closing AUM increased from £73.7bn at 30 June 2026 to £75.9bn at 30 September 2026.
Client channels and investment capabilities
Retail, wholesale and investment trusts recorded £1.0bn of Q3 net inflows, its fifth consecutive positive quarter; YTD inflows reached £2.5bn.
Institutional returned to net inflows of £0.2bn, driven by European equities demand from Latin America and Systematic equities demand from a European client.
Systematic equities generated £1.7bn of Q3 inflows; European equities was also net positive, with flows into Gold & Silver, Monthly Income Bond and UK Dynamic Equity funds.
Continental Europe generated £1.0bn of Q3 net inflows; Latin America generated £0.3bn, with regional AUM up 10% during the quarter.
CCLA
CCLA recorded £0.5bn of Q3 net outflows following weaker investment performance; changes to its investment process and stronger Group collaboration are underway.
Early improvement signs include several CCLA funds outperforming relevant comparators over shorter periods; integration is progressing, with a further update planned at full year.
Latest events from Jupiter Fund Management
- AUM up 36% to £73.7bn, profits and revenue surged, and CCLA integration accelerated.JUP
H1 2026 - AUM hit a record £68.4bn, boosted by CCLA acquisition and strong net inflows despite market headwinds.JUP
Q1 2026 TU - AUM up 19% to GBP 54 billion, first net inflows since 2017, and strong profit growth.JUP
H2 2025 - AUM up 4% to £47.1bn, profits down, with cost savings and CCLA acquisition in focus.JUP
H1 2025 - Q3 2024 net outflows reached £1.6bn, but underlying flows turned slightly positive.JUP
Q3 2024 TU - Solid H1 2024 results: profit up 3%, retail flows improved, and capital surplus strong.JUP
H1 2024 - Q1 2025 saw AUM fall to £44.3bn as retail outflows offset strong institutional inflows.JUP
Q1 2025 TU - Disciplined cost control and strategic changes set the stage for growth despite industry headwinds.JUP
H2 2024