Deutsche Bank lifts Jupiter Fund Management target to GBP0.80

Published 24/05/2025, 11:22
Deutsche Bank lifts Jupiter Fund Management target to GBP0.80

On Friday, Deutsche Bank (ETR:DBKGn) analysts increased the price target for Jupiter Fund Management (LON:JUP:LN) shares to GBP0.80, up from GBP0.65, while maintaining a Hold rating on the stock. The revision comes after evaluating the company’s trackable net flows and assets under management (AuM) for May, as well as incorporating the updated cost guidance disclosed on May 22, 2025.

According to Deutsche Bank, Jupiter Fund Management has experienced trackable net outflows of GBP0.1 billion so far in May. The firm’s analysis, which includes data from public filings and Bloomberg, indicates that trackable AuM stood at GBP37.6 billion as of May 21, 2025. This figure reflects net outflows from Fixed Income funds and the Merlin portfolio, each amounting to GBP0.1 billion, while the GEAR strategy saw inflows of GBP0.1 billion. These movements are part of the second quarter’s to-date net flows, which are estimated to be a negative GBP0.5 billion.

The bank also assessed non-trackable AuM, which includes institutional investments, segregated mandates, and cross holdings, to be around GBP7.7 billion. This estimation is based on market valuations of the last known figures and Deutsche Bank’s own net flow estimates.

Combining trackable and non-trackable AuM, Deutsche Bank estimates Jupiter Fund Management’s total group AuM at GBP45.3 billion, marking a 2% increase from the previously reported GBP44.3 billion in March 2025. The updated cost guidance from Jupiter Fund Management, which was announced earlier in the week, has also been factored into Deutsche Bank’s analysis and price target adjustment.

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