
Jupiter Fund Management has a significant presence in the global investment market, with a range of investment opportunities available to suit different needs and risk profiles.
They offer a variety of funds, including actively managed funds, index funds, and exchange-traded funds (ETFs).
Their investment opportunities cater to different sectors, such as UK and international equities, bonds, and alternative investments.
Jupiter Fund Management has a strong presence in the UK, with a long history dating back to 1985.
Investment Strategy
Jupiter Fund Management has a long history of providing investors with a range of investment strategies. The company's flagship fund, the Jupiter Income Fund, has been around since 1975.
Their investment approach focuses on a disciplined and consistent process, with a strong emphasis on research and analysis. This involves identifying high-quality companies with strong growth potential.
Jupiter's investment team has a proven track record of delivering returns for investors, with many of the company's funds consistently beating their benchmarks.
Investment
If you're looking to invest in Jupiter funds, it's essential to choose funds that match your investment goals. This will help you make informed decisions and maximize your returns.
Jupiter funds offer a low-cost reinvestment service, which can save you money in the long run. Exclusive expert analysis and research updates are also available to help you stay ahead of the market.
Jupiter Fund Management plc is a financially secure FTSE-listed company, providing a sense of stability and trustworthiness. Their market-beating savings and low annual charge of just 0.45% are also major advantages.
Here's a breakdown of the key shareholders in Jupiter Fund Management plc:
If you're keeping an eye on the market, you'll want to know that Jupiter Fund Management plc's current market price is 74.40, with a 5-day change of -3.00% and a 1st January change of -14.19%.
Managers: Plc
As we explore the world of investment strategy, it's essential to understand who's behind the scenes making key decisions. For Jupiter Fund Management Plc, the team is led by Matthew Beesley, who's been at the helm as CEO since September 2022.

Matthew Beesley is 50 years old and has been with the company for over 30 years.
The Director of Finance, Wayne Mepham, has been with the company since 2019 and is responsible for overseeing the company's financial operations.
Wayne Mepham is 52 years old.
Richard Curling, the Chief Investment Officer, has been with the company since 2005 and brings a wealth of experience to the table.
Richard Curling is 67 years old.
The Human Resources Officer, Tracey Kinsella, joined the company in 2021 and is responsible for managing the company's HR functions.
Tracey Kinsella's age is not publicly available.
The Corporate Secretary, Lisa Daniels, has been with the company for an undisclosed period.
Lisa Daniels' age is also not publicly available.
Here is a summary of the key team members:
Business Structure
Jupiter Fund Management has a global presence, with operating subsidiaries in Singapore, Bermuda, Hong Kong, Luxembourg, Switzerland, the USA, and the UK.
The company's funds are also spread across the globe, with every single one, bar two unit trusts, being based in Luxembourg.
Board Members
As you explore the business structure of Jupiter Fund Management Plc, it's essential to understand the people behind the company's decision-making process. The board members play a crucial role in shaping the company's direction.
Roger Yates has been a director on the board since August 2017, bringing 67 years of experience to the table. He has held the title of Director/Board Member since his appointment.
Wayne Mepham joined the board in September 2019, adding another 52 years of expertise to the team. He also holds the title of Director/Board Member.
David Cruickshank serves as the Chairman, a role he took on in April 2023. At 66 years old, he brings a wealth of experience to the position.
The company's board members are appointed for various lengths of time, with some having started their roles more recently than others.
Here's a list of the current board members, including their titles and the dates they joined the board:
Dale Murray has been a director on the board since the date is not specified, but he is 55 years old. Suzy Neubert joined the board in February 2022, although her age is not provided.
About Assets

Jupiter Asset Management has been around since 1985 and has grown into a respected investment management group.
They offer a wide range of investments, including UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates, and investment companies.
Their active approach to fund management has allowed them to acquire many respected investment professionals managing various asset class portfolios.
Jupiter AM focuses on specializing in different markets, such as UK equities, Europe, global financials, and emerging Europe.
Structure
When it comes to understanding the structure of a business, one of the most crucial aspects is its geographical presence. Every single one of the funds, bar 2 unit trusts, is located in Luxembourg.
The company has a significant presence in various countries, with operating subsidiaries in Singapore, Bermuda, Hong Kong, Luxembourg, Switzerland, USA, and UK.
One of the most notable facts about the company's structure is that all its funds, except for 2 unit trusts, are based in Luxembourg. This suggests a strong focus on the European market.
The company's global reach is evident in its operating subsidiaries, which span across different regions, including Asia, Europe, and the Americas.
Geographical Presence
Jupiter Fund Management has a significant presence in the United Kingdom, with sales totaling £322M in 2019 and increasing to £495M in 2021.
The company's sales in the UK have been steadily growing over the years, with a notable increase from £322M in 2019 to £495M in 2021.
Jupiter Fund Management's sales in Europe, Middle East, and Africa (EMEA) are relatively small, but have been increasing, reaching £72.3M in 2023.
The company's sales in EMEA have been gradually growing, from £77.7M in 2022 to £72.3M in 2023.
Jupiter Fund Management's presence in the Rest of The World is also notable, with sales totaling £12.2M in 2019 and increasing to £18.7M in 2023.
The company's sales in the Rest of The World have been fluctuating over the years, but have generally been increasing.
Here's a breakdown of Jupiter Fund Management's geographical presence:
Investment Opportunities
Jupiter Fund Management offers a range of investment opportunities for investors with different risk appetites and investment goals.
Their flagship fund, the Jupiter UK Growth Fund, has a long-term track record of delivering strong returns, with an average annual return of 10.3% over the past 10 years.
Investors can choose from a variety of sectors, including technology, healthcare, and financials, to diversify their portfolios and spread risk.
The Jupiter Global Emerging Markets Fund has a strong focus on growth stocks, with a portfolio that includes companies such as Alibaba and Tencent.
Investors can also consider the Jupiter UK Absolute Return Fund, which aims to deliver a positive return in most market conditions.
Jupiter's experienced investment teams use a rigorous research process to identify high-quality stocks and bonds that have the potential to deliver strong returns.
Investors can access these funds through a range of platforms, including online brokerages and financial advisors.
Frequently Asked Questions
Is Jupiter fund management a buy?
Based on the overall consensus, it's currently recommended to hold Jupiter Fund Management, rather than buying. Consider reading more about the company's performance and recommendations for a more informed decision.
Who is Jupiter owned by?
Jupiter is owned by its employees and management, who acquired the company in a management buyout (MBO) in 2007. TA Associates, a US private equity firm, also holds a minority stake in the business.
Sources
- https://en.wikipedia.org/wiki/Jupiter_Fund_Management
- https://uk.marketscreener.com/quote/stock/JUPITER-FUND-MANAGEMENT-P-6306032/company/
- https://www.investorschronicle.co.uk/content/04f2cfec-32c0-5eb3-bcc8-a86945dc63a1
- https://www.wikicorporates.org/wiki/Jupiter_Fund_Management_plc
- https://www.hl.co.uk/funds/popular-funds/jupiter
Featured Images: pexels.com