Jupiter Fund Management plc (JUP.L)
Jupiter Fund Management plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets. The firm also invests in fixed income markets, fund of funds products, hedge funds, and absolute return funds. Jupiter Fund Management plc was founded in 1985 and is based in London, United Kingdom.
Company Info
| ISIN | GB00B53P2009 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | £403.71M |
|---|---|
| EPS (TTM) | -£0.02 |
| Total Revenue (TTM) | £384.70M |
| Gross Profit (TTM) | £322.20M |
| EBITDA (TTM) | £102.00M |
| Year Range | £65.42 - £89.00 |
| Target Price | £88.27 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JUP.L vs. ANXG.L, JUP.L vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Jupiter Fund Management plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Jupiter Fund Management plc had a return of -8.30% year-to-date (YTD) and -0.76% in the last 12 months. Over the past 10 years, Jupiter Fund Management plc had an annualized return of -7.77%, while the S&P 500 had an annualized return of 11.39%, indicating that Jupiter Fund Management plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -8.30% | 25.48% |
| 1 month | -7.62% | 2.14% |
| 6 months | -4.84% | 12.76% |
| 1 year | -0.76% | 33.14% |
| 5 years (annualized) | -20.04% | 13.96% |
| 10 years (annualized) | -7.77% | 11.39% |
Monthly Returns
The table below presents the monthly returns of JUP.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -15.36% | 2.47% | 9.32% | -8.73% | 8.00% | -8.12% | 14.04% | 1.49% | 1.52% | -7.15% | -8.30% | ||
| 2023 | 5.42% | 4.57% | -7.45% | -3.70% | -15.77% | -1.74% | 6.23% | -7.65% | -3.42% | -18.31% | 4.84% | 13.49% | -25.11% |
| 2022 | -10.45% | -8.54% | -1.62% | -9.78% | -0.11% | -16.80% | -15.33% | -17.44% | -5.50% | 13.01% | 19.27% | 7.27% | -42.29% |
| 2021 | 1.42% | 3.14% | -5.69% | -3.15% | 7.43% | 1.59% | -4.11% | 1.65% | -6.37% | -0.24% | -5.45% | 8.74% | -2.40% |
| 2020 | -5.86% | -22.20% | -30.77% | 9.30% | 14.46% | 2.40% | -11.48% | -4.31% | 6.87% | 3.66% | 4.48% | 16.41% | -25.86% |
| 2019 | 10.91% | 3.45% | 13.21% | 3.73% | -1.95% | 14.81% | -11.53% | -6.46% | 4.01% | -3.60% | 6.33% | 12.43% | 50.47% |
| 2018 | -5.87% | -13.42% | -3.11% | -3.41% | -0.35% | -1.74% | -1.79% | -2.51% | -3.32% | -16.85% | -4.60% | -8.18% | -49.66% |
| 2017 | -9.49% | 4.43% | 7.30% | 11.41% | 4.00% | 2.31% | 5.74% | 1.77% | 2.89% | 7.70% | 0.67% | 5.01% | 51.56% |
| 2016 | -8.04% | -3.66% | 8.00% | 2.83% | 5.06% | -17.32% | 15.54% | 0.41% | 1.41% | 1.48% | -0.51% | 3.28% | 4.86% |
| 2015 | 3.97% | 10.02% | 0.71% | 5.60% | 8.36% | -4.76% | 5.36% | -4.15% | -2.89% | 4.04% | 4.37% | -4.02% | 28.31% |
| 2014 | -2.91% | 16.85% | -8.24% | -0.95% | 3.37% | -0.45% | -4.18% | -0.91% | -5.30% | 0.56% | 1.48% | 0.55% | -2.08% |
| 2013 | 16.84% | 3.29% | -0.69% | 0.89% | -1.36% | -11.13% | 12.05% | 3.62% | 10.18% | 8.64% | -2.28% | -1.18% | 42.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JUP.L is 36, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Jupiter Fund Management plc (JUP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Jupiter Fund Management plc provided a 8.38% dividend yield over the last twelve months, with an annual payout of £0.07 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.07 | £0.07 | £0.17 | £0.20 | £0.17 | £0.29 | £0.34 | £0.30 | £0.26 | £0.16 | £0.13 | £0.10 |
Dividend yield | 8.38% | 7.39% | 12.88% | 7.84% | 6.06% | 6.96% | 11.42% | 4.69% | 5.86% | 3.43% | 3.51% | 2.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Jupiter Fund Management plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.07 | |
| 2023 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.17 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.20 |
| 2020 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.17 |
| 2019 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.29 |
| 2018 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.34 |
| 2017 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.30 |
| 2016 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.26 |
| 2015 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.16 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 |
| 2013 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Jupiter Fund Management plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Jupiter Fund Management plc was 81.45%, occurring on Jan 17, 2024. The portfolio has not yet recovered.
The current Jupiter Fund Management plc drawdown is 78.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.45% | Jan 8, 2018 | 1522 | Jan 17, 2024 | — | — | — |
| -44.27% | Feb 17, 2011 | 132 | Aug 26, 2011 | 348 | Jan 14, 2013 | 480 |
| -26.49% | Dec 3, 2015 | 148 | Jul 6, 2016 | 62 | Oct 3, 2016 | 210 |
| -24.79% | Mar 3, 2014 | 158 | Oct 15, 2014 | 98 | Mar 5, 2015 | 256 |
| -24.19% | May 23, 2013 | 22 | Jun 24, 2013 | 30 | Aug 5, 2013 | 52 |
Volatility
Volatility Chart
The current Jupiter Fund Management plc volatility is 6.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Jupiter Fund Management plc.
Loading data...
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |