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Jupiter Fund Management (CHIX:JUPL) Total Assets : £1,406.7 Mil (As of Jun. 2024)


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What is Jupiter Fund Management Total Assets?

Jupiter Fund Management's Total Assets for the quarter that ended in Jun. 2024 was £1,406.7 Mil.

During the past 12 months, Jupiter Fund Management's average Total Assets Growth Rate was -8.10% per year. During the past 3 years, the average Total Assets Growth Rate was -7.10% per year. During the past 5 years, the average Total Assets Growth Rate was 10.20% per year. During the past 10 years, the average Total Assets Growth Rate was 7.50% per year.

During the past 13 years, Jupiter Fund Management's highest 3-Year average Total Assets Growth Rate was 22.70%. The lowest was -9.80%. And the median was -2.95%.

Total Assets is connected with ROA %. Jupiter Fund Management's annualized ROA % for the quarter that ended in Jun. 2024 was 4.31%. Total Assets is also linked to Revenue through Asset Turnover. Jupiter Fund Management's Asset Turnover for the quarter that ended in Jun. 2024 was 0.15.


Jupiter Fund Management Total Assets Historical Data

The historical data trend for Jupiter Fund Management's Total Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Jupiter Fund Management Total Assets Chart

Jupiter Fund Management Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Total Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 928.70 1,345.80 1,340.70 1,242.00 1,207.60

Jupiter Fund Management Semi-Annual Data
Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
Total Assets Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1,442.40 1,242.00 1,315.50 1,207.60 1,406.70

Jupiter Fund Management Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

Jupiter Fund Management's Total Assets for the fiscal year that ended in Dec. 2023 is calculated as

Total Assets=Total Equity (A: Dec. 2023 )+Total Liabilities (A: Dec. 2023 )
=789.5+418.1
=1,207.6

Jupiter Fund Management's Total Assets for the quarter that ended in Jun. 2024 is calculated as

Total Assets=Total Equity (Q: Jun. 2024 )+Total Liabilities (Q: Jun. 2024 )
=805.6+601.1
=1,406.7

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Jupiter Fund Management  (CHIX:JUPl) Total Assets Explanation

Total Assets is connected with ROA %.

Jupiter Fund Management's annualized ROA % for the quarter that ended in Jun. 2024 is

ROA %=Net Income (Q: Jun. 2024 )/( (Total Assets (Q: Dec. 2023 )+Total Assets (Q: Jun. 2024 ))/ count )
=56.4/( (1207.6+1406.7)/ 2 )
=56.4/1307.15
=4.31 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2024) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

Jupiter Fund Management's Asset Turnover for the quarter that ended in Jun. 2024 is

Asset Turnover
=Revenue (Q: Jun. 2024 )/( (Total Assets (Q: Dec. 2023 )+Total Assets (Q: Jun. 2024 ))/ count )
=192.6/( (1207.6+1406.7)/ 2 )
=192.6/1307.15
=0.15

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

Jupiter Fund Management Total Assets Related Terms

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Jupiter Fund Management Business Description

Traded in Other Exchanges
Address
70 Victoria Street, The Zig Zag Building, London, GBR, SW1E 6SQ
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. Jupiter also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. The group has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. The company measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.

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