JP Morgan Global Growth & Income PLC - Asset Resilience Ratio

Latest as of December 2024: 4.61%

JP Morgan Global Growth & Income PLC (JGGI) has an Asset Resilience Ratio of 4.61% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. Read JP Morgan Global Growth & Income PLC balance sheet liabilities for a breakdown of total debt and financial obligations.

Liquid Assets

GBX142.13 Million
≈ $17.29K USD Cash + Short-term Investments

Total Assets

GBX3.09 Billion
≈ $375.54K USD All company assets

Resilience Assessment

Low
Financial Resilience Level

Asset Resilience Ratio Trend (2019–2023)

This chart shows how JP Morgan Global Growth & Income PLC's Asset Resilience Ratio has changed over time. See JP Morgan Global Growth & Income PLC shareholders equity for net asset value and shareholders' equity analysis.

Liquid Assets Composition Over Time

This chart breaks down JP Morgan Global Growth & Income PLC's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see JGGI market cap overview.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents GBX0.00 0%
Short-term Investments GBX142.13 Million 4.61%
Total Liquid Assets GBX142.13 Million 4.61%

Asset Resilience Insights

  • Limited Liquidity: JP Morgan Global Growth & Income PLC maintains only 4.61% of assets in liquid form.
  • This low level may indicate efficient asset utilization but could pose risks during economic downturns.
  • The company has significant short-term investments, indicating active treasury management.

JP Morgan Global Growth & Income PLC Industry Peers by Asset Resilience Ratio

Compare JP Morgan Global Growth & Income PLC's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
BlackRock Technology and Private Equity Term Trust
NYSE:BTX
Asset Management 5.59%
Sprott Physical Silver
TO:PSLV
Asset Management 99.90%
Groep Brussel Lambert NV
BR:GBLB
Asset Management 6.95%
Sprott Physical Gold and Silver Trust
TO:CEF
Asset Management 99.91%
Australian Foundation Investment Company Ltd
AU:AFI
Asset Management 0.00%
Argo Investments Ltd
AU:ARG
Asset Management 0.46%
Norte Grande
SN:NORTEGRAN
Asset Management 0.00%
Cuprum
SN:CUPRUM
Asset Management 5.84%

Annual Asset Resilience Ratio for JP Morgan Global Growth & Income PLC (2019–2023)

The table below shows the annual Asset Resilience Ratio data for JP Morgan Global Growth & Income PLC.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2023-06-30 -0.27% GBX-5.32 Million
≈ $-647.05
GBX1.96 Billion
≈ $238.81K
+0.37pp
2022-06-30 -0.64% GBX-4.64 Million
≈ $-564.19
GBX726.65 Million
≈ $88.41K
-0.28pp
2021-06-30 -0.36% GBX-2.57 Million
≈ $-312.33
GBX720.35 Million
≈ $87.65K
+0.03pp
2020-06-30 -0.39% GBX-2.03 Million
≈ $-246.51
GBX524.60 Million
≈ $63.83K
-0.01pp
2019-06-30 -0.37% GBX-1.77 Million
≈ $-215.36
GBX473.62 Million
≈ $57.63K
--
pp = percentage points

About JP Morgan Global Growth & Income PLC

LSE:JGGI UK Asset Management
Market Cap
$40.20 Million
GBX330.43 Billion GBX
Market Cap Rank
#22679 Global
#174 in UK
Share Price
GBX584.50
Change (1 day)
+0.09%
52-Week Range
GBX524.00 - GBX591.50
All Time High
GBX609.00
About

JPMorgan Global Growth & Income plc is a closed-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all market capitalizations, with a bias towards large cap companies. It be… Read more