Investors' Chronicle Jupiter, retirement strategies and Science Group
Aug 1, 2025
Valeria Martinez, a savvy analyst of company results and market trends, dives into the latest figures from asset manager Jupiter, questioning its recovery trajectory. She also explores the intricacies of retirement planning, explaining how to identify your retirement profile and manage assets for financial security. Lastly, Valeria discusses the impressive cash position of Science Group following its activist campaign against rival Ricardo, outlining the company's strategic shifts and growth potential amid market challenges.
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Jupiter's GEAR Fund Boost
- Jupiter's Global Equity Absolute Return fund (GEAR) had net inflows over a billion pounds and is currently top quartile.
- Despite this, Jupiter's underlying earnings dropped by a third showing financial performance still faces challenges.
Mixed Asset Manager Performances
- Schroders shows early signs of a successful turnaround with cost savings and inflows.
- Man Group's hedge fund performance fees are volatile despite large fund inflows by one client.
Retirement Pension Strategy Advice
- Use pension profiles to determine retirement strategy aligned with risk and income needs.
- The 4% withdrawal rule is a good start but requires cash buffers and flexibility for market fluctuations.