Jupiter Asset Management
Jupiter Asset Management is a London-based, publicly listed (LSE: JUP) specialist active asset manager with £68.4bn AUM across 19 investment teams, serving institutional, professional adviser, and non-profit clients globally.
- Company typePublic
- Founded1985
- HeadquartersLondon, United Kingdom
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What Jupiter Asset Management does
Jupiter Asset Management is a specialist, high-conviction active asset manager founded in 1985 and headquartered in London. It operates through Jupiter Fund Management plc (LSE: JUP), a publicly listed holding company with FCA-, CSSF-, and Central Bank of Ireland-regulated subsidiaries in the UK, Luxembourg, and Ireland, supporting UCITS distribution across Europe and selected Asia-Pacific markets. As of 31 March 2026, the firm managed £68.4bn in AUM across 19 specialist investment teams spanning European, UK, Asian, and Global Emerging Markets equities, fixed income, multi-asset, and alternative strategies.
The company's core product set includes actively managed unit trusts and OEICs, investment trusts (including the Rights and Issues Investment Trust), the Jupiter Merlin multi-manager portfolios, and a recently launched active UCITS ETF range (notably JOGS via HANetf). Underlying investment processes are deliberately structured around autonomous portfolio managers who retain individual decision-making authority, with no house view; this talent-led model has produced 68% mutual-fund benchmark outperformance in 2025 and 84% AUM outperformance over one year.
Revenue is generated primarily through asset-based management fees (£310.7m net management fees in FY2025) and performance fees (£120m in H2 2025), with ETF products adding a third tier at explicit basis-point charges (e.g., 45bps for JOGS). Distribution is multi-channel — direct institutional sales, intermediary/wealth platforms, ETF marketplaces, and investment trust listings — and the firm has expanded its addressable customer base through the recent CCLA acquisition into non-profit and local-authority clients. AI capability is presently limited to internal operational efficiency tooling rather than investment-facing differentiation.
Jupiter Asset Management firmographics
Firmographics- Name
- Jupiter Asset Management
- Legal name
- Jupiter Fund Management plc
- Website
- https://jupiteram.com
- Company type
- Public
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Jupiter Asset Management is a London-based, publicly listed (LSE: JUP) specialist active asset manager with £68.4bn AUM across 19 investment teams, serving institutional, professional adviser, and non-profit clients globally.
- Ownership category
- akta.pro rank
Jupiter Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Global Equity (Active) (FSAAAIAD)
- akta.pro secondary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where Jupiter Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Jupiter Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Management Fees: Asset-based management fees charged on assets under management. Net management fees were £310.7m in 2025. Revenue is directly tied to AUM levels and fee margin compression.
- Performance Fees: Performance-based fees from certain funds generating outperformance. Performance fee revenues of £120 million in H2 2025.
- ETF Management Fees: Annual management charges on actively managed ETFs, such as the Jupiter Origin Global Smaller Companies UCITS ETF with a 45bps charge.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Tiered Fixed Annual Charge pricing on select UCITS funds |
| Subscription | Annual | Active ETF with 45bps annual charge |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
Jupiter Asset Management product offering
Product offeringCore offering
Jupiter Asset Management is a specialist active asset manager that offers actively managed unit trusts, OEICs, investment trusts, and UCITS ETFs spanning European, UK, Asian, and global emerging market equities, fixed income, and multi-asset strategies. The firm generates revenue primarily through asset-based management fees and performance-based fees on its £68.4bn assets under management, distributed via direct institutional sales, professional adviser platforms, and individual investor channels.
Product overview
Jupiter Asset Management is a specialist, high-conviction, active asset manager offering a diversified range of investment products including unit trusts, OEICs, investment trusts, and UCITS ETFs. The core product portfolio spans European, UK, Asian, and Global equity funds (such as the Jupiter European Fund, Jupiter UK Dynamic Equity Fund, and Jupiter Global Emerging Markets Focus Fund), fixed income strategies (including the Jupiter Strategic Bond Fund and Jupiter Corporate Bond Fund), and multi-asset solutions like the Jupiter Merlin Portfolios. The firm has expanded through acquisitions, notably adding CCLA Investment Management (bringing £15bn AUM and non-profit client capabilities) and launching new products such as the Jupiter Origin Global Smaller Companies UCITS ETF in partnership with HANetf. Jupiter's investment approach emphasizes individual fund manager autonomy and conviction-based investing across all product lines.
Differentiator
Problem solved
Functional benefit
Brands
- Jupiter Merlin Portfolios: Multi-manager fund range offering diversified exposure across asset classes
- Jupiter European Fund
- Jupiter Asian Income Fund
- Jupiter Origin
Products and services
- Jupiter Unit Trusts / OEICs A range of actively managed unit trusts and OEICs covering equity, fixed income, and multi-asset strategies, available to professional and retail investors in the UK.
- Jupiter Investment Trusts Investment trust products managed by Jupiter Unit Trust Managers Limited, including the Rights and Issues Investment Trust PLC, offering exposure to UK smaller companies.
- Jupiter European Fund Flagship actively managed European equity fund focused on identifying high-conviction investment opportunities across European markets, managed by Niall Gallagher, Christopher Sellers, and Christopher Legg.
- Jupiter European Special Situations Fund European equity fund targeting special situations including restructuring, turnaround, and value opportunities.
- Jupiter European Growth Fund European equity fund focused on growth-oriented companies with strong business models and earnings potential.
- Jupiter Merlin Portfolios Multi-manager portfolio range offering diversified exposure across asset classes with different risk profiles, managed with a focus on long-term capital growth.
- Jupiter UK Dynamic Equity Fund UK-focused equity fund with a dynamic approach, allowing flexibility across market caps and sectors.
- Jupiter Strategic Bond Fund Flexible bond fund with the ability to invest across the full spectrum of fixed income markets and credit qualities.
- Jupiter Strategic Absolute Return Bond Fund Absolute return strategy targeting positive returns regardless of market conditions through fixed income investments.
- Jupiter Global Emerging Markets Focus Fund Emerging markets equity fund managed by the Jupiter Origin team, focusing on high-conviction opportunities in developing economies.
- Jupiter Corporate Bond Fund Investment grade corporate bond fund providing exposure to company debt across various sectors and geographies.
- Jupiter UK Multi Cap Income Fund UK equity fund targeting income and capital growth through investments in companies of all sizes listed on UK markets.
- Jupiter Origin Global Smaller Companies UCITS ETF (JOGS) Actively managed UCITS ETF listed on London and Swiss exchanges, targeting global smaller companies using a fundamental and quantitative investment approach with a 45bps annual charge.
Quantifiable outcome
- 68% of mutual funds outperformed benchmarks in 2025
- +4 more outcomes
Companies that use Jupiter Asset Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Jupiter Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Jupiter Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HANetfcorePartnership with HANetf to launch the Jupiter Origin Global Smaller Companies UCITS ETF (JOGS), listed on London and Swiss exchanges. HANetf provides ETF infrastructure and distribution support for the actively managed global small-cap product.
Scale indicators13 records
Recent moves10 records
Expansion highlights6 records
Jupiter Asset Management competitors and assessment
Company assessmentDirect peers
- Man Group: London-listed asset manager with active equity and alternative strategies; comparable UK-listed, performance-fee-driven model and institutional/intermediary distribution footprint to Jupiter.
- Liontrust Asset Management: UK-listed specialist active asset manager focused on high-conviction equity and multi-asset strategies distributed via UK intermediaries; directly comparable in fund range, active philosophy and target client segments to Jupiter.
- Baillie Gifford: Edinburgh-headquartered specialist active equity manager with flagship global, European, and emerging markets strategies — comparable to Jupiter's high-conviction active equity philosophy and strong performance-led franchise model.
- Schroders: London-listed, UK-headquartered active asset manager offering UK, European, Asian, and global equity funds, multi-asset, and fixed income — closely matching Jupiter's product mix, distribution model, and client segments across UK, European institutional and intermediary channels.
- Polar Capital: London-listed specialist active manager running concentrated equity strategies across technology, healthcare, financials and emerging markets — directly comparable to Jupiter's specialist high-conviction team-based model and UK intermediary distribution.
- M&G plc: London-listed UK asset and wealth manager offering active equity, fixed income and multi-asset funds distributed via UK intermediaries and platforms; product range and institutional/professional client mix are directly comparable to Jupiter's.
- Janus Henderson Group: London- and New York-listed global active asset manager with comparable UK/European equity, fixed income and ETF capabilities, serving institutional and intermediary clients in similar geographies to Jupiter.
- abrdn (Aberdeen Group): UK-listed global asset manager with comparable active equity, fixed income and multi-asset offerings, including investment trusts and a strong UK intermediary distribution footprint directly overlapping with Jupiter's core client base.
Broad incumbents
- Invesco: Global asset manager with significant UK/European active and ETF presence; overlaps with Jupiter across European equities, multi-asset and ETFs but operates at much greater scale and product breadth as a broad incumbent.
- Fidelity International (FIL): Privately-held global asset manager with deep UK/European active equity and multi-asset franchises and extensive intermediary platform presence; broader scale than Jupiter but with overlapping products, clients, and distribution channels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Jupiter Asset Management social profiles
Digital presenceJupiter Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jupiter Asset Management leadership team
Management profileNumber of profiles
Profiles17 records
Jupiter Asset Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
Jupiter Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jupiter Asset Management M&A and investment
M&A and investmentM&A1 record
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jupiter Asset Management
What does Jupiter Asset Management do?
Jupiter Asset Management is a specialist active asset manager that offers actively managed unit trusts, OEICs, investment trusts, and UCITS ETFs spanning European, UK, Asian, and global emerging market equities, fixed income, and multi-asset strategies. The firm generates revenue primarily through asset-based management fees and performance-based fees on its £68.4bn assets under management, distributed via direct institutional sales, professional adviser platforms, and individual investor channels.
Is Jupiter Asset Management a public or private company?
Jupiter Asset Management is a public company. It is classified as public and is currently operating.
When was Jupiter Asset Management founded?
Jupiter Asset Management was founded in 1985. It employs 501 to 1,000 people.
Where is Jupiter Asset Management based?
Jupiter Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Jupiter Asset Management make money?
Three revenue lines are on record. Management Fees are the primary driver. The others are performance Fees and ETF Management Fees.
Who are Jupiter Asset Management's main competitors?
Direct peers on record are Man Group, Liontrust Asset Management, Baillie Gifford, Schroders, Polar Capital, M&G plc, Janus Henderson Group and abrdn (Aberdeen Group). Broad incumbents are Invesco and Fidelity International (FIL).
Does Jupiter Asset Management have an API?
No public API is recorded for Jupiter Asset Management.
What industry is Jupiter Asset Management in?
Jupiter Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAIAD, Global Equity (Active), with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.