Skip to main content
The Markets by Proactive
Go to Proactive UK
Proactive UK has moved. Proactive’s coverage of London’s small caps continues on proactiveinvestors.com Go there →
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Financial Services

City broker upgrades Jupiter Fund Management after pinching one of Woodford’s contracts

Last week, Jupiter won the contract to run the £300mln Omnis Income & Growth fund after Neil Woodford was dropped as manager following the recent suspension of his flagship fund

Jupiter Fund Management PLC (LON:JUP) shares headed into orbit on Wednesday as City broker Peel Hunt slapped a ‘buy’ rating on the fund manager after it pinched a contract from under-fire rival Neil Woodford.

After a tricky 12 months which has seen most of Jupiter’s key funds suffer billions of pounds of outflows, analysts now see the “balance of risk shifting towards the upside”.

READ:Jupiter nabs new finance chief from rival Schroders

“Jupiter’s flows look to have stabilised, although some of the larger funds are still declining and investment performance relatively mixed,” said Peel Hunt in a note to clients.

“Nevertheless, we upgrade our forecasts (by 11%), driven by higher performance fee expectations and assets under management (AuM) assumptions.”

Woodford’s loss is Jupiter’s gain

The number crunchers added that AuM – the total market value of a fund’s investments – will get a boost from the recent contract Jupiter won to run the £300mln Omnis Income & Growth fund.

That fund was managed by Neil Woodford until his troubles earlier this month, when he was forced to suspend his flagship Woodford Equity Income fund amid concerns over unlisted holdings that were proving hard to sell.

AuM has also been improved by the turnaround in fortunes of Jupiter’s largest fund.

The Dynamic Bond fund endured outflows of more than £4bn in 2018, but Peel Hunt estimates it has generated net inflows of £495mln so far in 2019.

Jupiter shares were up 2.9% to 424p in early-afternoon trading, still some way below Peel Hunt’s price target of 480p, which it increased from its previous target of 375p.

Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK