Jupiter Fund Management PLC
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Jupiter Fund Management PLC
Jupiter Fund Management plc, along with its subsidiaries, is engaged in offering a range of asset management products. Through its subsidiaries, the Company acts as a investment manager to authorized unit trusts, SICAVs, ICAVs, ICVCs, OEICs, investment trust companies, pension funds and other specialist funds. The firm offer a range of investment strategies within four asset classes, namely equities, fixed income, multi-asset, and alternatives. The company offers a range of managed investment products made through mutual funds, segregated mandates, and Investment trusts. Its product type is categorized into pooled funds and segregated mandates. Pooled funds include both mutual funds and investment trusts. Segregated mandates are established in accordance with the requirements of a specific investor. The company offers a range of products and services through different distribution channels. The company operates offices in the United Kingdom, Ireland, Austria, Germany, Hong Kong and Italy, among others.
Jupiter Fund Management plc, along with its subsidiaries, is engaged in offering a range of asset management products. Through its subsidiaries, the Company acts as a investment manager to authorized unit trusts, SICAVs, ICAVs, ICVCs, OEICs, investment trust companies, pension funds and other specialist funds. The firm offer a range of investment strategies within four asset classes, namely equities, fixed income, multi-asset, and alternatives. The company offers a range of managed investment products made through mutual funds, segregated mandates, and Investment trusts. Its product type is categorized into pooled funds and segregated mandates. Pooled funds include both mutual funds and investment trusts. Segregated mandates are established in accordance with the requirements of a specific investor. The company offers a range of products and services through different distribution channels. The company operates offices in the United Kingdom, Ireland, Austria, Germany, Hong Kong and Italy, among others.
Profit Growth: Underlying profit before tax rose to GBP 47.9 million, up 3% from the same period last year.
Net Outflows: The company experienced GBP 3.4 billion of net outflows, mainly due to changes in the Value team and the Chrysalis Investment Trust exit, which were in line with management's expectations.
AUM Stability: Assets under management (AUM) remained largely unchanged at GBP 51.3 billion compared to June 2023, with investment returns offsetting most outflows.
Cost Discipline: Operating costs came in slightly lower than expected, and management identified further cost savings, leading to stronger cost control.
Margins & Revenue: Net revenue declined to GBP 174 million due to lower average fee margins, but the average fee margin is expected to rise in the second half, with a full-year target of 66 basis points reaffirmed.
Dividend: An interim dividend of 3.2p was declared, consistent with the ordinary dividend policy.
Retail Recovery: Underlying retail flows turned net positive, with strong demand for Indian equities, Asian income, and certain fixed income products.
Guidance: Cost and margin guidance for the full year 2024 is expected to be modestly better than previously indicated.
