Highlights
- JUP’s Q3 net inflows total GBP 0.3bn, bringing year-to-date net flows to GBP 0.1bn.
- Assets under management rose 7% during the quarter to GBP 50.4bn.
- Retail and wholesale demand drive GBP 0.8bn of net inflows in Q3.
Jupiter Fund Management plc (LSE:JUP) has released its trading update for the quarter ending 30 September 2025. The company reported GBP 0.3bn in net inflows for Q3, representing its second consecutive quarter of positive flows. This brings year-to-date net inflows to GBP 0.1bn. Supported by market appreciation of GBP 3.0bn, total assets under management (AUM) reached GBP 50.4bn, reflecting a 7% increase for the quarter and an 11% gain compared to the same period a year earlier.
Client Channel Performance
Net inflows were mainly driven by retail, wholesale, and investment trust clients, contributing to GBP 0.8bn during the quarter. Improved investor sentiment and investment performance underpinned this growth. Retail and wholesale investors contributed GBP 0.5bn in net inflows to UK equity strategies.
The Institutional channel recorded net outflows of GBP 0.5bn, largely reflecting portfolio adjustments by a lower-margin client. These outflows were partly offset by inflows into fixed income, absolute return and UK equity products. Jupiter noted that Institutional flows may vary over time but reaffirmed that expanding this channel remains a key part of its medium-term strategy.
Regional Flows
During Q3, continental Europe generated GBP 0.6bn in net inflows. In the UK, net inflows of GBP 0.3bn were recorded, led by retail investor demand for UK and Systematic equities strategies.
Assets Under Management Movement
By client channel, AUM progressed as follows during Q3: Retail, wholesale, and investment trusts rose from GBP 38.2bn to GBP 41.5bn, reflecting GBP 0.8bn of net inflows and GBP 2.5bn of market gains. Institutional AUM was broadly unchanged at GBP 8.9bn, as GBP 0.5bn of net outflows were balanced by a similar volume of market gains. Overall, AUM increased from GBP 47.1bn to GBP 50.4bn, with GBP 39.5bn invested in mutual funds.
Share Performance
The company is currently trading at GBX 150.43 and is down by 0.51% from its previous close of GBX 151.20.
Download Free Report – Explore 3 Stock Ideas & Industry Insights
Unlock 3 stock ideas and key industry insights in our free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. It is not financial advice.
All investments involve risk—consider independent advice before making any investment decisions.
View 3 Research Reports
Disclaimer:
References to ‘Kalkine’, ‘we’, ‘our’ and ‘us’ refer to Kalkine Limited.
This website is a service of Kalkine Limited. Kalkine Limited is a private limited company, incorporated in England and Wales with registration number 07903332. Kalkine Limited is authorised and regulated by the Financial Conduct Authority under reference number 579414.
The article has been prepared for informational purposes only and is not intended to be used as a complete source of information on any particular company. No advice or information, whether oral or written, obtained by you from Kalkine or through or from the service shall create any warranty not expressly stated. Kalkine does not intend to exclude any liability which it is not permitted to exclude under applicable law or regulation.
Kalkine does not offer financial advice based upon your personal financial situation or goals, and we shall NOT be held liable for any investment or trading losses you may incur by using the opinions expressed in our publications, market updates, news alerts and corporate profiles. Kalkine does not intend to exclude any liability which it is not permitted to exclude under applicable law or regulation. Kalkine’s non-personalised advice does not in any way endorse or recommend individuals, investment products or services for your personal financial situation. You should discuss your portfolios and the risk tolerance level appropriate for your personal financial situation, with a professional authorised financial planner and adviser. You should be aware that the value of any investment and the income from it can go down as well as up and you may not get back the amount invested.
Kalkine Media Limited, an affiliate of Kalkine Limited, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.