JUPITER FUND MANAGEMENT PLC
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Cash
£345m
highest in 4 filed years
Net assets
£889m
Equity attributable
Employees
—
Average over period
Profit before tax
£35m
Period ending 2026-06-30
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · Δ = latest vs prior filed period · latest reflected 2026-06-30
| Metric | Trend | 2024-12-31 | 2025-06-30 | 2025-12-31 | 2026-06-30 | Δ vs prior |
|---|---|---|---|---|---|---|
| Turnover | £402,500,000 | £171,000,000 | £465,700,000 | £230,700,000 | — | |
| Operating profit | £86,400,000 | £26,100,000 | £128,100,000 | £32,400,000 | — | |
| Profit before tax | £88,300,000 | £27,500,000 | £131,900,000 | £35,400,000 | — | |
| Net profit | £65,200,000 | £21,500,000 | £100,400,000 | £25,100,000 | — | |
| Cash | £261,100,000 | £195,500,000 | £318,700,000 | £345,300,000 | — | |
| Total assets less current liabilities | £945,500,000 | £899,000,000 | £969,200,000 | £961,000,000 | — | |
| Net assets | £834,000,000 | £841,000,000 | £906,100,000 | £888,500,000 | — | |
| Equity | £834,000,000 | £841,000,000 | £906,100,000 | £888,500,000 | — | |
| Average employees | 512 | — | 468 | — | — | |
| Wages | £115,900,000 | — | £149,500,000 | — | — | |
| Directors' remuneration | £3,500,000 | — | £4,800,000 | — | — | |
| Directors' pension contributions | £113,000 | — | £109,000 | — | — | |
| Highest paid director | £2,153,000 | — | £2,809,000 | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. Year-on-year comparison hidden: this filing covers about 6 months versus 12 months prior. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-12-31 | 2025-06-30 | 2025-12-31 | 2026-06-30 |
|---|---|---|---|---|---|
| Operating margin | 21.5% | 15.3% | 27.5% | 14.0% | |
| Net margin | 16.2% | 12.6% | 21.6% | 10.9% | |
| Return on capital employed | 9.1% | 2.9% | 13.2% | 3.4% | |
| Gearing (liabilities / total assets) | 33.6% | 30.4% | 27.1% | 33.5% | |
| Current ratio | 2.24x | 2.09x | 2.46x | 1.81x | |
| Interest cover | 14.16x | 12.43x | 37.68x | 40.50x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 2 times since incorporation
- JUPITER FUND MANAGEMENT PLC 2010-06-01 → present
- JUPITER FUND MANAGEMENT LIMITED 2010-06-01 → 2010-06-01
- JUPITER INVESTMENT MANAGEMENT HOLDINGS LIMITED 2007-03-09 → 2010-06-01
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Consolidated group
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unaudited (audit-exempt)
- Going concern
- Affirmed
“After reviewing the Group's current trading activities, plans, forecasts and financing arrangements, including in stressed scenarios, the Directors have not identified any material uncertainties to the Group's ability to continue to adopt the going concern basis. As a consequence, the Directors have a reasonable expectation that the Group has adequate resources to continue operating for a period of at least 12 months from the date of approval of the condensed financial statements. Accordingly, they continue to adopt the going concern basis of accounting in preparing these financial statements.”
Group structure
- JUPITER FUND MANAGEMENT PLC · parent
- CCLA Investment Management Limited 100%
Significant events
- “Completion of the CCLA acquisition and increased minimum synergy target arising from it.”
- “Total AUM increased by 36% to £73.7bn at 30 June 2026.”
- “In February 2026, the Group cancelled 16.3m ordinary shares previously held in treasury. Between April and June 2026, the Group purchased and cancelled a further 7.4m ordinary shares as part of a share buyback and cancellation programme.”
- “On 19 May 2026, the Group paid a final dividend for 2025 of 2.3p per ordinary share and a special dividend of 5.7p per ordinary share, amounting to £41.1m. An interim dividend of 3.7p per share for the period was declared, amounting to £19.3m.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 36 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ARCHBOLD, Helen Grace | Secretary | 2024-02-26 | — | — |
| BEESLEY, Matthew Charles | Director | 2022-06-28 | Dec 1975 | British |
| BOSTOCK, Nathan Mark | Director | 2026-03-01 | Oct 1960 | British |
| MACPHERSON, James Edward | Director | 2024-09-30 | May 1963 | British |
| MEPHAM, Wayne | Director | 2019-09-03 | Feb 1973 | British |
| MURRAY, Dale Jane | Director | 2021-09-01 | Jan 1970 | British,New Zealander |
| NEUBERT, Suzy Anne Efua Gloria | Director | 2022-03-01 | Jun 1965 | Irish |
| WATT, William Geddie | Director | 2025-06-04 | May 1959 | British |
Show 36 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CREEDY, Adrian John | Secretary | 2010-05-19 | 2017-12-31 |
| DANIELS, Lisa | Secretary | 2019-10-10 | 2024-02-26 |
| SINGH, Jasveer | Secretary | 2018-08-29 | 2019-10-10 |
| WESTLEY, Adam David Christopher | Secretary | 2018-01-01 | 2018-08-29 |
| JUPITER ASSET MANAGEMENT LIMITED | Corporate Secretary | 2007-03-12 | 2010-05-19 |
| THE COMPANY REGISTRATION AGENTS LIMITED | Corporate Nominee Secretary | 2007-03-09 | 2007-03-12 |
| AIREY, Elisabeth Patricia | Director | 2010-05-17 | 2020-03-02 |
| BOND, Jonathon Roderick Alan | Director | 2014-07-01 | 2021-05-06 |
| BONHAM CARTER, Edward Henry | Director | 2007-03-12 | 2021-05-06 |
| BOYLAN, Siobhan Geraldine | Director | 2024-03-05 | 2025-03-31 |
| CAREY, Jonathan Hugh David | Director | 2007-03-12 | 2010-06-01 |
| CHATFEILD-ROBERTS, John Henry | Director | 2007-06-19 | 2016-11-30 |
| CREEDY, Adrian John | Director | 2007-03-12 | 2010-06-01 |
| CRUICKSHANK, David John Ogilvie | Director | 2021-06-01 | 2026-04-01 |
| DUNDAS, James Frederick Trevor | Director | 2008-01-30 | 2014-09-01 |
| FORMICA, Andrew James | Director | 2019-03-01 | 2022-10-01 |
| GIBBS, Philip Keith Charles | Director | 2007-06-19 | 2008-07-14 |
| HOGG, Reef Talbot | Director | 2007-03-12 | 2007-06-19 |
| JOHNSON, Philip Michael | Director | 2009-10-21 | 2016-05-18 |
| JONES, Charlotte Claire | Director | 2016-09-05 | 2019-07-30 |
| LITTLE, Jonathan Michael | Director | 2011-09-12 | 2016-10-31 |
| MACASKILL, Bridget Ann | Director | 2015-05-01 | 2020-05-21 |
| MORRIS, Richard Irving | Director | 2007-06-19 | 2013-07-19 |
| NUTT, Anthony, Mr. | Director | 2007-06-19 | 2010-06-01 |
| PARKIN, Christopher Graham | Director | 2020-07-02 | 2023-05-10 |
| PARKIN, Christopher Graham | Director | 2007-06-19 | 2010-06-01 |
| PEASE, Nichola | Director | 2020-03-02 | 2023-04-26 |
| PERRUCCIO, Matthew Dante | Director | 2008-10-03 | 2015-04-15 |
| RICHARDS, Belinda Jane | Director | 2020-09-01 | 2020-09-30 |
| SLENDEBROEK, Maarten Frederik | Director | 2012-09-04 | 2019-03-01 |
| STERNBERG, Karl Stephen | Director | 2016-07-22 | 2025-01-03 |
| TRAINER, Margaret Lorraine | Director | 2010-05-17 | 2018-05-16 |
| WILLIAMS, Polly Ann | Director | 2015-03-01 | 2022-05-11 |
| WILSON, Michael Arthur Ross | Director | 2007-06-19 | 2014-05-21 |
| YATES, Roger Philip | Director | 2017-10-10 | 2025-10-09 |
| LUCIENE JAMES LIMITED | Corporate Nominee Director | 2007-03-09 | 2007-03-12 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 372 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-29 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH06 | capital | Capital cancellation shares | |
| 2026-08-26 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-18 | SH06 | capital | Capital cancellation shares | |
| 2026-08-18 | SH06 | capital | Capital cancellation shares | |
| 2026-08-18 | SH06 | capital | Capital cancellation shares | |
| 2026-08-18 | SH06 | capital | Capital cancellation shares | |
| 2026-08-18 | SH06 | capital | Capital cancellation shares | |
| 2026-08-18 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-18 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares | |
| 2026-08-11 | SH06 | capital | Capital cancellation shares |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 20
- Officers appointed
- 1
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.