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Jupiter Fund Management

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supported the MBO and held a minority stake in the business. On 21 June 2010, Jupiter floated on the London Stock Exchange at 165p a share. Employees retained around 41% ownership of the Company on the day it listed and TA Associates reinvested in the business, taking its shareholding to around 22%
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Jupiter is home to a number of well-known fund managers. John Chatfeild-Roberts joined Jupiter with his team from Lazard Asset Management in 2001: he manages fund of fund portfolios and in February 2010 took over as chief investment officer. Ben Whitmore manages the Jupiter Income Trust while Mark
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and other emerging European nations, as well as multi-manager funds and specialist thematic investments such as absolute return funds, socially responsible investment funds and global financial funds. It also has a growing fixed interest franchise, with a focus on investing in high grade corporate
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in 2001. Between 2000 and June 2007 Jupiter was headed by Joint Group Chief Executives Jonathan Carey and Edward Bonham Carter. Jonathan Carey retired in 2010 after 23 years at the company. Between June 2007 and March 2014, Jupiter was headed by
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on the day of admission to the London Stock Exchange. In December 2013, it was announced that Edward Bonham Carter would step down as chief executive of Jupiter in March 2014 and be replaced by Maarten Slendebroek.
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fund management group, managing equity and bond investments for private and institutional investors. The company manages assets across a wide range of international and UK based
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Jupiter bought itself out from Commerzbank in a management buyout (MBO) in June 2007. Around 95% of the company's staff then became
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in 1995 and 2000. John Duffield left in 2000 after a public row with the company's new owners and set up a rival fund group,
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The company acquired Merian Global Investors for consideration of £370 million in July 2020.
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bonds, strategic bonds and convertibles. The company is listed on the
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Investment management companies of the United Kingdom
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Archived from 410:"Jupiter valued at £755m after 2x oversubscribed IPO" 574: 1444:North Atlantic Smaller Companies Investment Trust 1910:Financial services companies established in 1985 1891: 1915:Companies listed on the London Stock Exchange 595: 1164:Henderson Smaller Companies Investment Trust 454:"Chief Executive Bonham Carter to step down" 348:John Duffield rebounds from fall of New Star 1744:Templeton Emerging Markets Investment Trust 1649:Sequoia Economic Infrastructure Income Fund 1289:JPMorgan Emerging Markets Investment Trust 602: 588: 432:"Jupiter chief quits amid rising pressure" 34: 25: 1920:1985 establishments in the United Kingdom 799:BlackRock Greater Europe Investment Trust 318: 316: 314: 312: 300:Nichols runs the Jupiter European Fund. 363:Jupiter deputy chairman Carey to retire 1892: 343: 341: 309: 1519:Polar Capital Global Financials Trust 583: 358: 356: 1819:VinaCapital Vietnam Opportunity Fund 1634:Scottish American Investment Company 989:Edinburgh Worldwide Investment Trust 375:Jupiter's £1bn IPO will brave market 1749:The Renewables Infrastructure Group 1639:SDCL Energy Efficiency Income Trust 1299:JPMorgan Global Growth & Income 1239:International Distribution Services 548:. Investors Chronicle. 3 April 2019 338: 13: 1309:JPMorgan Japanese Investment Trust 1284:JPMorgan American Investment Trust 1044:Finsbury Growth & Income Trust 739:Balanced Commercial Property Trust 619:companies of the United Kingdom → 353: 40:Headquarters at 70 Victoria Street 14: 1931: 1244:International Public Partnerships 1139:HarbourVest Global Private Equity 1024:Fidelity China Special Situations 804:BlackRock Smaller Companies Trust 644:Aberforth Smaller Companies Trust 563: 1464:Pacific Horizon Investment Trust 1304:JPMorgan Indian Investment Trust 1019:European Smaller Companies Trust 478:. Portfolio Adviser. 1 July 2020 178: 177: 158: 157: 138: 137: 1900:Companies in the FTSE 250 Index 1274:JLEN Environmental Assets Group 899:City of London Investment Trust 729:Baillie Gifford US Growth Trust 538: 516: 490: 412:. Investment Week. 16 June 2010 247:The company was established by 16:British fund management company 1814:Vietnam Enterprise Investments 1524:Polar Capital Technology Trust 1089:Global Smaller Companies Trust 1074:GCP Infrastructure Investments 884:Carnival Corporation & plc 468: 446: 424: 402: 380: 368: 350:Daily Telegraph, 15 April 2009 1: 1629:Schroder Oriental Income Fund 303: 294: 1784:TR Property Investment Trust 1014:European Opportunities Trust 814:BlackRock World Mining Trust 377:Daily Telegraph, 19 May 2010 272:(brother of British actress 235:and is a constituent of the 7: 1739:Temple Bar Investment Trust 1484:Patria Private Equity Trust 1369:Mercantile Investment Trust 1294:JPMorgan European Discovery 1224:Impax Environmental Markets 1179:HICL Infrastructure Company 824:Bluefield Solar Income Fund 809:BlackRock Throgmorton Trust 724:Baillie Gifford Japan Trust 20:Jupiter Fund Management plc 10: 1936: 1869:Worldwide Healthcare Trust 1829:W. A. G. Payment Solutions 1429:NB Private Equity Partners 1424:Murray International Trust 984:Edinburgh Investment Trust 365:City Wire, 8 December 2010 251:in 1985 and later sold to 242: 1669:Smithson Investment Trust 1624:Schroder AsiaPacific Fund 1609:Ruffer Investment Company 1539:Primary Health Properties 1409:Morgan Advanced Materials 1029:Fidelity Emerging Markets 779:Bellevue Healthcare Trust 669:Alpha Group International 629: 326:. Jupiter Fund Management 283:. US private equity firm 265:New Star Asset Management 199: 189: 169: 149: 133: 115: 101: 93: 85: 55: 45: 33: 24: 1159:Henderson European Trust 999:Empiric Student Property 854:Brunner Investment Trust 754:Bankers Investment Trust 709:Auction Technology Group 664:Allianz Technology Trust 390:. Jupiter. 20 March 2007 1709:Supermarket Income REIT 1379:Mitchells & Butlers 1319:Jupiter Fund Management 1169:Herald Investment Trust 1039:Fidelity Special Values 1034:Fidelity European Trust 654:Alfa Financial Software 434:. FT.com. December 2013 212:Jupiter Fund Management 1849:Witan Investment Trust 1834:Watches of Switzerland 1794:Twentyfour Income Fund 1719:Target Healthcare REIT 1474:Pantheon International 1399:Monks Investment Trust 1364:ME Group International 1109:Great Portland Estates 864:Bytes Technology Group 1569:Raspberry Pi Holdings 1494:Personal Assets Trust 1479:Paragon Banking Group 1434:NextEnergy Solar Fund 879:Capital Gearing Trust 874:Caledonia Investments 819:Bloomsbury Publishing 719:Babcock International 324:"Annual Results 2023" 233:London Stock Exchange 185:(12.9) million (2023) 89:Investment management 1799:Urban Logistics REIT 1594:RIT Capital Partners 1214:ICG Enterprise Trust 1199:Hollywood Bowl Group 1059:Foresight Solar Fund 909:Close Brothers Group 704:Aston Martin Lagonda 274:Helena Bonham Carter 270:Edward Bonham Carter 195:£52.2 billion (2023) 145:405.6 million (2023) 1774:Tritax Big Box REIT 1659:Shaftesbury Capital 1499:Petershill Partners 1419:Murray Income Trust 1344:Lancashire Holdings 165:86.0 million (2023) 21: 1664:Sirius Real Estate 1459:Oxford Instruments 749:Baltic Classifieds 19: 1887: 1886: 1839:Wetherspoon (J D) 1704:St. James's Place 1219:IG Group Holdings 1194:Hochschild Mining 1189:Hilton Food Group 1114:Greencoat UK Wind 839:Bridgepoint Group 694:Asia Dragon Trust 634:3i Infrastructure 624: 614: 456:. eFinancial News 209: 208: 204:www.jupiteram.com 1927: 1754:TI Fluid Systems 1684:Spire Healthcare 1529:PPHE Hotel Group 1184:Hill & Smith 1174:Hg Capital Trust 794:Big Yellow Group 714:AVI Global Trust 620: 610: 604: 597: 590: 581: 580: 558: 557: 555: 553: 542: 536: 535: 533: 531: 520: 514: 513: 511: 509: 494: 488: 487: 485: 483: 472: 466: 465: 463: 461: 450: 444: 443: 441: 439: 428: 422: 421: 419: 417: 406: 400: 399: 397: 395: 384: 378: 372: 366: 360: 351: 345: 336: 335: 333: 331: 320: 181: 180: 161: 160: 152:Operating income 141: 140: 126:Andrew Formica, 38: 29: 22: 18: 1935: 1934: 1930: 1929: 1928: 1926: 1925: 1924: 1890: 1889: 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Barr 684:Ascential 78:component 58:Traded as 1854:Wizz Air 1824:Volution 1804:Vesuvius 1729:TBC Bank 1679:Spectris 1604:RS Group 1584:Renishaw 1544:PRS REIT 1509:Playtech 1254:IP Group 1249:Investec 1229:Inchcape 1144:Harworth 1104:Grainger 1009:Essentra 1004:Energean 904:Clarkson 894:Chemring 889:Centamin 859:Burberry 829:Bodycote 789:BH Macro 734:Bakkavör 674:AO World 639:4imprint 617:FTSE 250 612:FTSE 100 261:tranches 123:Chairman 86:Industry 76:FTSE 250 1809:Victrex 1759:TP ICAP 1714:Syncona 1689:Spirent 1674:Softcat 1619:Savills 1564:Quilter 1559:QinetiQ 1514:Plus500 1404:Moonpig 1209:Ibstock 1204:Hunting 1094:Goodwin 849:Britvic 784:Bellway 774:AJ Bell 552:3 March 530:3 March 508:9 April 482:3 March 460:9 April 438:9 April 416:9 April 394:9 April 259:in two 243:History 200:Website 134:Revenue 94:Founded 69::  1699:SThree 1644:Senior 1599:Rotork 1579:Renewi 1329:Kainos 1124:Greggs 1079:Genuit 1064:Future 939:Currys 699:Assura 253:German 224:Europe 106:London 50:Public 1879:Zigup 1654:Serco 1449:Ocado 1384:Mitie 1084:Genus 919:Coats 649:abrdn 255:bank 214:is a 1149:Hays 769:BBGI 679:Apax 554:2020 532:2020 510:2016 484:2021 462:2016 440:2016 418:2016 396:2016 332:2024 228:Asia 97:1985 1314:JTC 1269:IWG 1264:ITV 276:). 191:AUM 128:CEO 71:JUP 67:LSE 1896:: 615:← 355:^ 340:^ 311:^ 239:. 226:, 216:UK 110:UK 108:, 603:e 596:t 589:v 556:. 534:. 512:. 486:. 464:. 442:. 420:. 398:. 334:. 183:£ 163:£ 143:£

Index



Public
Traded as
LSE
JUP
FTSE 250
London
UK
Chairman
CEO
£
Operating income
£
Net income
£
AUM
www.jupiteram.com
UK
mutual funds
Europe
Asia
London Stock Exchange
FTSE 250 Index
John Duffield
German
Commerzbank
tranches
New Star Asset Management
Edward Bonham Carter

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