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What smart money is saying about Just GroupUnited Kingdom flag

JUST.L · Financial Services · Insurance - Specialty

1 fund in our archive has pitched Just Group — most recently Ennismore Global Equity Fund in June 2025.

Company profile

Just Group plc provides various financial services in the retirement income market in the United Kingdom. It offers de-risking solutions, guaranteed income for life, secure lifetime income, care plans, lifetime mortgages, and protection products. The company also provides professional services, including regulated financial advice and guidance services; and a range of business services, such as consultancy and software development, and outsourced customer service delivery and marketing services. In addition, it engages in the writing of insurance products for distribution to the at- or in-retirement market, which is undertaken through the activities of the life company; and provision of licensed software to financial advisers, banks, building societies, life assurance companies, and pension trustees. Further, the company provides lifetime mortgages through advice and intermediary services. It offers its products and services to trustees and scheme sponsors, individuals, homeowners, and other corporate clients. The company was formerly known as JRP Group plc and changed its name to Just Group plc in May 2017. Just Group plc was founded in 2004 and is based in Reigate, the United Kingdom.

2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Just Group, with no move described.

Fund letters reporting a position in Just Group, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q2 20250001

Fund activity · 2 positions

  • HoldsRoyal London AM Diversified Asset-Backed Credit Fund
    June 2026
    bonds issued by Just Group and Aviva delivered significant spread tightening.
    Read the letterJust Group
  • HoldsRoyal London AM Investment Grade Short Dated Credit Fund
    June 2026
    Performance was driven primarily by subordinated holdings such as M&G and Aviva, with RT1 bonds from Just Group and Rothesay Life also performing well.
    Read the letterJust Group

Fund coverage · 1 thesis

  • Ennismore Global Equity Fund
    June 2025

    Just is a promising UK retirement company trading at a significant discount due to low investor awareness, despite its strong growth potential and robust financial performance in a thriving market.

    Read the full thesis

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