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Jupiter Fund Management (JUP) Q3 2026 TU earnings summary

Event summary combining transcript, slides, and related documents.

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Q3 2026 TU earnings summary

15 Oct, 2026

AUM 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.

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