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

[image] Chrysalis eyes big gain as Lloyds looks to buy Embark Lloyds bank in talks to buy adviser investment platform Embark in £400m deal that could net another big gain for Chrysalis Investments, the £1bn growth capital fund run by Jupiter's Richard Watts and Nick Williamson. …

https://www.londonstockexchange.com/news-article/CHRY/net-asset-value-s/14991676 Latest NAV 208.16p as at March 2021, a 15.2% uplift from December and currently trading around 198p. It’s only tradable holding THG(8.9%) is down from 651p to 610p, so an impact of -0.56% post NAV. Portfolio Composit…

Wasn’t expecting CHRY to finish as strong today. Hopefully a sign of what’s to come!

Maybe due to Klarna. It had a recent series of funding and valuation. It represent about 20% of their May Portfolio. Btw, Klarna is “close” to do it’s IPO. That IT have at least 38% of its portfolio (25.05.2021) in FinTechs (Klarna, Starling, Wise). The other companies are complete strangers to me…

[image] MARKET REPORT: Investors create hot demand for Chrysalis The firm has steadily built up holdings, including hotel website Secret Escapes, chip company Graphcore, Matthew Mouldingrun THG - which listed last year - and challenger bank Starling. […

[image] Questor: this trust has doubled in a year but the shares are not as pricey as... Questor investment trust bargain: we wouldn't normally look at a trust that trades at an 18pc premium but Chrysalis merits closer inspection Good to see a new all time hi…

https://www.londonstockexchange.com/news-article/CHRY/portfolio-update/15049409 I work out from this, an end of June NAV of 239p. Will find out in the coming weeks.

And just like that it hits 239! What do you think the next IPO from their holdings would be? Klarna, Starling?

[image] random53: And just like that it hits 239! 235 and I’ll buy some more.

Jupiter [discussion]

📊 Investing

Dougal1984 June 16, 2021, 8:11pm 15

Things might get interesting in the next couple of weeks.

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Jupiter [discussion]

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