Jupiter Fund Management

Jupiter Fund Management ROCE

The Return on Capital Employed (ROCE) of Jupiter Fund Management (JUP.L) as of Nov 12, 2026 is 14.53 %. In the previous year, Return on Capital Employed (ROCE) was 10.36 % — a change of 40.30% (higher).

ROCE

14.53 %

YoY

40.30%

Last updated:

In 2025, Jupiter Fund Management's return on capital employed (ROCE) was 14.53 %, a 40.30% increase from the 10.36 % ROCE in the previous year.

The Jupiter Fund Management ROCE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROCE
Date
ROCE
Jan 1, 2018
29.60 GBP
Jan 1, 2019
25.39 GBP
Jan 1, 2020
22.30 GBP
Jan 1, 2021
23.45 GBP
Jan 1, 2022
8.12 GBP
Jan 1, 2023
1.95 GBP
Jan 1, 2024
10.36 GBP
Jan 1, 2025
14.53 GBP
The Jupiter Fund Management ROCE history
YEARROCEYoY
14.53 %+40.30%
10.36 %+431.10%
1.95 %-75.97%
8.12 %-65.38%
23.45 %+5.14%
22.30 %-12.16%
25.39 %-14.22%
29.60 %-2.06%
30.22 %+11.26%
27.16 %-0.21%
27.22 %+19.16%
22.84 %—

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Jupiter Fund Management Stock analysis

What does Jupiter Fund Management do? Jupiter Fund Management PLC, also known as Jupiter, is a British investment company based in London. The company was founded in 1985 by John Duffield and originally operated as a manager of foreign assets. Since then, Jupiter has become one of the most well-known investment companies in Europe, offering a wide range of investment strategies, funds, and accounts. Jupiter's business model primarily focuses on offering investment products and services to retail clients, institutions, and pension funds. Jupiter operates as an independent investment manager and strives to achieve long-term returns for its clients through active management, regular adjustments, and risk-controlled investment strategies. Jupiter also offers a wide range of financial planning services to help better understand their goals and requirements. Jupiter is divided into three business segments that focus on different types of asset classes, investment strategies, and clients: Investment Management, Investment Trusts, and Institutional Clients. Each business segment has its own strategy and team of experts. The Investment Management business segment is Jupiter's core business and focuses on managing investment funds and mandates for retail clients and pension funds. Jupiter's investment fund range includes equity, bond, multi-asset, and alternative funds. Jupiter is particularly known for its equity investment funds and is considered one of the leading providers in the UK and Europe in this area. In the Investment Trusts segment, Jupiter offers various investment options for clients. Jupiter operates a range of investment trusts listed on the London Stock Exchange, allowing investors to invest in stocks, bonds, and alternative asset classes. Jupiter also offers management services for investment trusts of other companies. The Institutional Clients business segment offers specialized investment strategies and services for pension funds, foundations, asset managers, and other institutional clients. Jupiter has dedicated investment teams that specialize in various asset classes to meet the specific requirements of clients. In addition, Jupiter also offers a wide range of supplementary products and services to provide clients with professional financial planning services and comprehensive financial advice. These include training, online tools, and professional consultancy programs. Overall, Jupiter covers a broad range of investment categories, strategies, and products, providing private and institutional investors with a variety of options for their investment needs. Jupiter has earned a good reputation and is known in the investment community for its active management strategy, investment experts, and products. Jupiter Fund Management is one of the most popular companies on Eulerpool.

ROCE Details

Unraveling Jupiter Fund Management's Return on Capital Employed (ROCE)

Jupiter Fund Management's Return on Capital Employed (ROCE) is a financial metric that measures the company's profitability and efficiency with respect to the capital employed. It is calculated by dividing earnings before interest and tax (EBIT) by the employed capital. A higher ROCE indicates that the company is effectively utilizing its capital to generate profits.

Year-to-Year Comparison

Analyzing Jupiter Fund Management's ROCE annually provides valuable insights into its efficiency in using its capital to generate profits. An increasing ROCE indicates improved profitability and operational efficiency, whereas a decrease might signal potential issues in capital utilization or business operations.

Impact on Investments

Jupiter Fund Management's ROCE is a critical factor for investors and analysts for evaluating the company’s efficiency and profitability. A higher ROCE can make the company an attractive investment, as it often signifies that the firm is generating adequate profits from its employed capital.

Interpreting ROCE Fluctuations

Changes in Jupiter Fund Management’s ROCE are attributed to variations in EBIT or the capital employed. These fluctuations offer insights into the company’s operational efficiency, financial performance, and strategic financial management, assisting investors in making informed investment decisions.

Frequently Asked Questions about Jupiter Fund Management stock

Return on Capital Employed (ROCE) of Jupiter Fund Management is 14.53 % in 2025.

Return on Capital Employed (ROCE) of Jupiter Fund Management changed from 10.36 % to 14.53 %, representing a 40.30% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of Return on Capital Employed (ROCE) Jupiter Fund Management since 2006 – with annual values, charts, and detailed analysis.

ROCE is a profitability measure and stands for Return on Capital Employed or the return on invested capital. The measure shows the ratio of operating profit to the interest-bearing capital employed. The higher the return on capital employed, the more profitable a company operates and the higher the important free cash flow. The free cash flow refers to the portion of profits that is not needed for expanding the company at the end of a period, but is available to shareholders.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Capital Employed (ROCE)'s Jupiter Fund Management with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Capital Employed (ROCE)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Capital Employed (ROCE).

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Profitability — Jupiter Fund Management

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