JPMorgan UK Small Cap Growth & Income Plc - Asset Resilience Ratio
JPMorgan UK Small Cap Growth & Income Plc (JUGI) has an Asset Resilience Ratio of 4.02% as of July 2025. 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. Check JPMorgan UK Small Cap Growth & Income Pl PP&E and investment ratio to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2025–2025)
This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Asset Resilience Ratio has changed over time. See JPMorgan UK Small Cap Growth & Income Pl net asset quality index to measure how much of total assets are equity-financed.
Liquid Assets Composition Over Time
This chart breaks down JPMorgan UK Small Cap 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 JPMorgan UK Small Cap Growth & Income Pl market capitalisation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | GBX0.00 | 0% |
| Short-term Investments | GBX21.56 Million | 4.02% |
| Total Liquid Assets | GBX21.56 Million | 4.02% |
Asset Resilience Insights
- Limited Liquidity: JPMorgan UK Small Cap Growth & Income Plc maintains only 4.02% 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.
JPMorgan UK Small Cap Growth & Income Plc Industry Peers by Asset Resilience Ratio
Compare JPMorgan UK Small Cap Growth & Income Plc's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT |
Asset Management | 0.14% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Principal Financial Group Inc
NASDAQ:PFG |
Asset Management | 8.30% |
|
Industrivarden AB ser. C
ST:INDU-C |
Asset Management | 0.16% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Anxin Trust Co Ltd
SHG:600816 |
Asset Management | 36.21% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Sprott Inc.
TO:SII |
Asset Management | 1.84% |
Annual Asset Resilience Ratio for JPMorgan UK Small Cap Growth & Income Plc (2025–2025)
The table below shows the annual Asset Resilience Ratio data for JPMorgan UK Small Cap Growth & Income Plc.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2025-07-31 | 4.02% | GBX21.56 Million ≈ $2.62K |
GBX536.66 Million ≈ $65.30K |
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About JPMorgan UK Small Cap Growth & Income Plc
JPMorgan UK Small Cap Growth & Income Plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in the public equity markets of the United Kingdom. The fund invests in stocks of companies operating across diversified sectors. It typically invests in small-cap companies. The fund benchmarks t… Read more