Jupiter [discussion]

A thread dedicated to Jupiter Asset Management.

Current Investment Trusts available on 212:

CHRY Chrysalis Investments
JEFI Jupiter Emerging and Frontier Income
JUKG Jupiter UK Growth
JUS Jupiter US Smaller Companies

Not available at this point:
JGC Jupiter Green

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Oof turning to the competition Douglas? :wink: want to point out any favourites?

Any that can compete with SMT?

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Probably not but I’m a fan of CHRY, recently sold out and now watching for a reentry point :slight_smile:

Their North American fund performance for the past 5 years hasn’t been that shabby either.

JEFI’s an interesting one. More of an income play as the name suggests. If I was to go the dividend route again, rather than hold a traditional high-yield portfolio, I think I’d put together a pie consisting of trusts like JEFI, JETI, CTY, BRNA, HFEL, CCJI and MYI.

I had a close look at investing in JUP itself once. If I remember rightly, it looked a decent company and made it to the final two for my asset management allocation but just lost out to Schroders.

CHRYsalis Investment Trust released an update on their NAV as at 31st December 2020.

https://www.londonstockexchange.com/news-article/CHRY/net-asset-value-s/14879665

Holdings as at 25th February 2021

Portfolio Company % of investment portfolio
Klarna 15.4%
THG 15.3%
TransferWise 12.3%
Starling 11.1%
wefox 11.1%
Embark 9.4%
Graphcore 8.1%
Featurespace 5.9%
You & Mr Jones 5.8%
Secret Escapes 3.0%
Sorted 2.0%
Growth Street 0.2%
Cash 0.4%

Net Asset Value

The Company announces that as at 31 December 2020 the unaudited net asset value (“NAV”) per ordinary share was 180.75 pence.

The above NAV calculation is based on the Company’s issued share capital as at 31 December 2020 of 400,931,613 ordinary shares of no par value.

December’s NAV represents a 12.3% uplift since 30 September 2020, driven by the strong operational and financial progress of a number of assets - including several of the Company’s major assets - and the re-rating of listed comparable companies.

Overall my view is their NAV airs on the cautious side, and wait on an opportunity to re enter, but good news on the uplift.

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Tried to get Jupiter Green added yesterday but yet another one that isn’t on IBKR.

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CHRY Update today. +32p to NAV due to uplift in Klarna valuation. NAV now 212.75p

https://www.londonstockexchange.com/news-article/CHRY/portfolio-update/14882630

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https://www.chrysalisinvestments.co.uk/portfolio/

Fancy new website.

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Details of the placement at 205p to CHRYsalis Investment Trust.

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