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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
St. James's Place
St. James's Place (STJ) investor relations material
St. James's Place Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary29 Apr, 2026
Executive summary
Gross inflows reached £5.23 billion in Q1 2026, up from £5.14 billion in Q1 2025.
Net inflows totaled £1.53 billion, compared to £1.69 billion in the same quarter last year.
Funds under management (FUM) closed at £216.94 billion, up from £188.59 billion year-over-year.
FUM retention rate improved to 95.3% from 95.0% in Q1 2025.
Net inflows as a percentage of opening FUM (annualised) declined to 2.8% from 3.6%.
Segment performance
Pension segment contributed £1.01 billion in net inflows, while DFM added £0.52 billion; Investment bond and UT/ISA segments were flat or slightly positive.
Surrenders and part-surrenders totaled £2.59 billion, with an implied surrender rate of 4.7% versus 5.0% last year.
Net investment return was negative £4.60 billion, reflecting market declines.
Key financial ratios and metrics
Gross inflows increased 1.8% year-over-year.
Net inflows declined 9.5% year-over-year.
FUM grew 15% year-over-year.
Surrender rate improved to 4.7% from 5.0% year-over-year.
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Latest events from St. James's Place
- FUM up 16% to £220bn, inflows up 19%, and shareholder payout ratio to rise to 70% from 2026.STJ
H2 2025 (Q&A)9 Apr 2026 - Strong 2025 growth, efficiency gains, and enhanced adviser productivity drive robust results.STJInvestor presentation16 Mar 2026
- FUM reached £220bn, net inflows surged 42%, and payout guidance increased to 70% from 2026.STJH2 202525 Feb 2026
- Record FUM, resilient cash, and cost actions set the stage for long-term growth.STJH1 20242 Feb 2026
- Record £220.0 billion funds under management driven by strong inflows and investment returns.STJTrading update29 Jan 2026
- Record FUM, strong flows, and new charging structure set the stage for future growth.STJH2 202419 Dec 2025
- Record FUM, strong inflows, and higher profits highlight robust H1 2025 growth.STJH1 202516 Nov 2025
- Record FUM, robust inflows, and a £63.4m provision release drive strong H1 2025 results.STJH1 2025 (Q&A)16 Nov 2025
- Record FUM of £212.4bn in Q3 2025, with strong inflows and new product launches.STJQ3 2025 TU23 Oct 2025
Next St. James's Place earnings date
Q2 202629 Jul, 2026
St. James's Place
Next St. James's Place earnings date
Q2 202629 Jul, 2026
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Eferix Drawings Google Play
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Amina0781App Store
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