JUPITER FUND MANAGEMENT PLC ORD 2P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 1.02
Dividend & Yield0.17£ (15.59%)
Beta 1.31
Market capitalization 573.81M
Operating cash flow 197.6M
ESG Scores unknown

Company description

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.

Sector: Financial Services - Industry: Asset Management

Financial Ratios
Quick Ratio2.32
Working Capital0.41
Return On Equity0.17
Debt To Equity0.05
Fixed Asset Ratio0.05
Fixed Interest Cover31.32

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities -27.8M 18.4M 17.9M 28.7M
Total Cashflows From Investing Activities -57.8M -41.9M 63.9M -12M
Net Borrowings -5.1M -5.1M -68.7M -5.2M
Total Cash From Financing Activities -145.2M -130.2M -159.8M -167.7M
Change To Operating Activities
Issuance Of Stock
Net Income 143M 122.8M 105.3M 149.6M
Change In Cash -32.5M -22.3M 8.7M 9.2M
Effect Of Exchange Rate
Total Cash From Operating Activities 170.5M 149.8M 104.6M 188.9M
Depreciation 2.2M 5.8M 15.4M 24.4M
Change To Account Receivables 19.9M -12.1M -53.2M 39.1M
Other Cashflows From Financing Activities 34.7M 34.5M 3.5M -4.2M
Change To Netincome 31.4M 13.1M 17.3M -54.7M
Capital Expenditures -1.7M -1.9M -1.3M -1.4M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 179.2M 151M 132.6M 183.7M
Net Income 143M 122.8M 105.3M 149.6M
Selling General Administrative 219.1M 216.8M 265.1M 338.9M
Gross Profit 412.7M 379.1M 457.8M 568.6M
Ebit 184.8M 163.6M 183.9M 203.6M
Operating Income 184.8M 163.6M 183.9M 203.6M
Interest Expense -200k -1.8M -4.9M -6.5M
Income Tax Expense 36.2M 28.2M 27.3M 34.1M
Total Revenue 412.7M 379.1M 457.8M 568.6M
Cost Of Revenue
Total Other Income ExpenseNet -5.6M -12.6M -51.3M -19.9M
Net Income From Continuing Ops 143M 122.8M 105.3M 149.6M
Net Income Applicable To Common Shares 143M 122.8M 105.3M 149.6M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 255.2M 317M 459.7M 439.9M
Total Stockholder Equity 624.4M 611.7M 886.3M 900.8M
Other Current Liabilities 87.5M 87.6M 109.9M 61M
Total Assets 879.6M 928.7M 1.35B 1.34B
Common Stock 9.2M 9.2M 11.1M 11.1M
Other Current Assets 20.5M 28.8M 50.6M 62.9M
Retained Earnings 604.5M 592.7M 622.5M 639.7M
Treasury Stock 10.7M 9.8M 252.7M 250M
Cash 201.7M 179.4M 188.1M 197.3M
Total Current Liabilities 239.6M 239.8M 310.6M 278M
Other Stockholder Equity 10.9M 10.1M 252.9M 250.4M
Property, Plant, and Equipment 7.1M 51.7M 47.4M 44.1M
Total Current Assets 512.1M 512.8M 636.5M 645.8M
Net Tangible Assets 277.3M 264.7M 244.9M 278.1M
Net Receivables 91.1M 101.2M 175.9M 190.9M
Accounts Payable 54.8M 69.7M 53.7M 38.4M


Insider Transactions

Here are the insider transactions of stock shares related to JUPITER FUND MANAGEMENT PLC ORD 2P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Jupiter Fund Management Employee Benefit TrustD2022-10-11469.99k
Formica (Andrew James)Bought at price 1.04 per share.D2022-09-30506.17k
Formica (Andrew James)Sold at price 1.04 per share.D2022-09-30506.17k
Neubert (Suzy A. E. G.)Bought at price 1.26 per share.D2022-09-1246k
Formica (Andrew James)Bought at price 1.11 per share.D2022-09-06760
Mepham (Wayne)Bought at price 1.11 per share.D2022-09-06248
Beesley (Matthew)Bought at price 1.11 per share.D2022-09-06148
Beesley (Matthew)Bought at price 1.11 per share.D2022-09-061.25k
Beesley (Matthew)D2022-09-061.25k
Murray (Dale)Bought at price 1.10 per share.D2022-09-055.12k
Beesley (Matthew)Bought at price 1.56 per share.D2022-08-04117
Beesley (Matthew)D2022-08-04117
Cruickshank (David)Bought at price 1.62 per share.D2022-08-0130k
Beesley (Matthew)Bought at price 1.45 per share.D2022-07-2940.65k
Yates (Roger Philip)Bought at price 1.52 per share.D2022-07-29100k
Murray (Dale)Bought at price 1.51 per share.D2022-07-2920.09k
Pease (Nichola)Bought at price 1.53 per share.D2022-07-2940k
BlackRock Investment Management (UK) Ltd.D2022-07-28
BlackRock Investment Management (UK) Ltd.D2022-07-27143.81k
Mepham (Wayne)Bought at price 2.18 per share.D2022-05-24151
Formica (Andrew James)Bought at price 2.18 per share.D2022-05-24363
BlackRock Investment Management (UK) Ltd.D2022-05-131.38M
Formica (Andrew James)Bought at price 2.27 per share.D2022-05-041k
Formica (Andrew James)D2022-05-041k
BlackRock Investment Management (UK) Ltd.D2022-04-22
M&G Investment Management, Ltd.D2022-04-222.84M
Formica (Andrew James)Bought at price 2.75 per share.D2022-04-04854
Formica (Andrew James)D2022-04-04854
Jupiter Fund Management Employee Benefit TrustD2022-04-013.82M
Mepham (Wayne)D2022-03-0122.99k
Mepham (Wayne)Sold at price 2.74 per share.D2022-03-0111.18k
Mepham (Wayne)D2022-02-24
Murray (Dale)D2022-02-24
Jupiter Fund Management Employee Benefit TrustD2022-02-24
M&G Investment Management, Ltd.D2022-02-24
Bond (Jonathan Roderick Alan)D2022-02-24
Silchester International Investors LtdD2022-02-24
Bonham Carter (Edward Henry)D2022-02-24
Cruickshank (David)D2022-02-24
Formica (Andrew James)D2022-02-24
Yates (Roger Philip)D2022-02-24
Pease (Nichola)D2022-02-24
Sternberg (Karl Stephen)D2022-02-24
TA Associates Cayman, Ltd.D2022-02-24
Sternberg (Karl Stephen)D2021-12-31
TA Associates Cayman, Ltd.D2021-12-31
Cruickshank (David)D2021-12-31
Formica (Andrew James)D2021-12-31
Bond (Jonathan Roderick Alan)D2021-12-31
Mepham (Wayne)D2021-12-31
Murray (Dale)D2021-12-31

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to JUPITER FUND MANAGEMENT PLC ORD 2P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on JUPITER FUND MANAGEMENT PLC ORD 2P

Here is the result of two systematic investment strategies applied to JUPITER FUND MANAGEMENT PLC ORD 2P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the equity curve of the two systematic investment strategies applied to JUPITER FUND MANAGEMENT PLC ORD 2P:

JUPITER FUND MANAGEMENT PLC ORD 2P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -8.5% on the backtest period.

Performance at glance

Performance

-8.5 %

Latent gain

-196.4 £

Invested capital

2311.6 £

Annualized return

-2.06 %
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Momentum strategy results on JUPITER FUND MANAGEMENT PLC ORD 2P

This is the result of two momentum investment strategies applied to JUPITER FUND MANAGEMENT PLC ORD 2P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows all the entries opened by the momentum investment system on JUPITER FUND MANAGEMENT PLC ORD 2P:

JUPITER FUND MANAGEMENT PLC ORD 2P momentum entries
  • The first momentum investment strategy would give -21.03% of return on JUPITER FUND MANAGEMENT PLC ORD 2P. That represents -1267.5£ of latent gain with 6026.7£ of employed capital.
  • The second momentum investment strategy would give -18.16% of return on JUPITER FUND MANAGEMENT PLC ORD 2P. That represents -762.9£ of latent gain with 4200.1£ of employed capital.
Performance at glance (1Q Momentum)

Performance

-21.03 %

Latent gain

-1267.5 £

Invested capital

6026.7 £

Annualized return

-12.33 %
Performance at glance (2Q Momentum)

Performance

-18.16 %

Latent gain

-762.9 £

Invested capital

4200.1 £

Annualized return

-4.99 %

Momentum equity curve on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the equity curve of the two momentum strategies applied to JUPITER FUND MANAGEMENT PLC ORD 2P:

JUPITER FUND MANAGEMENT PLC ORD 2P momentum equity

Note: the dividends potentially given by JUPITER FUND MANAGEMENT PLC ORD 2P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the employed capital evolution of the two momentum strategies on JUPITER FUND MANAGEMENT PLC ORD 2P since the beginning:

JUPITER FUND MANAGEMENT PLC ORD 2P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on JUPITER FUND MANAGEMENT PLC ORD 2P

Buy the dip entry openings on JUPITER FUND MANAGEMENT PLC ORD 2P

JUPITER FUND MANAGEMENT PLC ORD 2P

The performance achieved by the robo-advisor on JUPITER FUND MANAGEMENT PLC ORD 2P is -26.14%. That represents -280.7$ of latent gain with 1073.9£ of employed capital. The following chart shows JUPITER FUND MANAGEMENT PLC ORD 2P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of JUPITER FUND MANAGEMENT PLC ORD 2P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

-26.14 %

Latent gain

-280.7 £

Invested capital

1073.9 £

Annualized return

-12.33 %

Equity curve of the strategy applied to JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the result of the investment strategy applied to JUPITER FUND MANAGEMENT PLC ORD 2P:

JUPITER FUND MANAGEMENT PLC ORD 2P

Note: the dividends potentially given by JUPITER FUND MANAGEMENT PLC ORD 2P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the employed capital evolution since the beginning of the investment strategy on JUPITER FUND MANAGEMENT PLC ORD 2P:

JUPITER FUND MANAGEMENT PLC ORD 2P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on JUPITER FUND MANAGEMENT PLC ORD 2P

In this section, I will compare the three previous investment strategies applied to JUPITER FUND MANAGEMENT PLC ORD 2P.

Equity curve comparison on JUPITER FUND MANAGEMENT PLC ORD 2P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

JUPITER FUND MANAGEMENT PLC ORD 2P investment strategy comparison

Employed capital comparison on JUPITER FUND MANAGEMENT PLC ORD 2P

JUPITER FUND MANAGEMENT PLC ORD 2P investment comparison

Performance comparison on JUPITER FUND MANAGEMENT PLC ORD 2P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -8.5% -196.4£ 2311.6£ -2.06%
Momentum 1 quarter -21.03% -1267.5£ 6026.7£ -5.42%
Momentum 2 quarters -18.16% -762.9£ 4200.1£ -4.99%
Non-directional -26.14% -280.7£ 1073.9£ -12.33%
Annualized return comparison

Automatic investment

-2.06 %

Momentum 1Q

-4.99 %

Momentum 2Q

-4.99 %

Non-directional

-12.33 %

Correlated stocks

Here are the most positively and negatively correlated stocks with JUPITER FUND MANAGEMENT PLC ORD 2P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between JUPITER FUND MANAGEMENT PLC ORD 2P and the other stocks. There may be false positives or some missing correlated stocks. If the price of JUPITER FUND MANAGEMENT PLC ORD 2P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name JUPITER FUND MANAGEMENT PLC ORD 2P
Country United Kingdom
City London
Address The Zig Zag Building
Phone 44 20 3817 1000
Website www.jupiteram.com/en/Jupiter-Fund-Management-plc
FullTime employees 592
Industry Asset Management
Sector Financial Services
Exchange XLON
Ticker JUP.XLON
Market www.londonstockexchange.com

JUPITER FUND MANAGEMENT PLC ORD 2P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown