Fidelity Japanese Values PLC ORD (FJV) — Long-term Investment Intensity

Latest as of June 2025: 96.3%

Fidelity Japanese Values PLC ORD (FJV) has a Long-term Investment Intensity of 96.3% as of June 2025. Long-term investments of GBX229.58 Million represent 96.3% of total assets of GBX238.40 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Fidelity Japanese Values PLC ORD (FJV) asset resilience to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

96.3%
LT Investments / Total Assets

Long-term Investments

GBX229.58 Million
GBX

Total Assets

GBX238.40 Million
GBX

Country

UK
LSE

Fidelity Japanese Values PLC ORD Long-term Investment Intensity (2015–2024)

This chart shows how Fidelity Japanese Values PLC ORD's Long-term Investment Intensity has evolved across 10 annual periods from 2015 to 2024. As of June 2025, the intensity stands at 96.3%, reflecting long-term investments of GBX229.58 Million against total assets of GBX238.40 Million GBX. For the complete balance sheet picture, see balance sheet size of Fidelity Japanese Values PLC ORD.

Annual Long-term Investment Intensity for Fidelity Japanese Values PLC ORD (2015–2024)

The table below presents the year-by-year Long-term Investment Intensity for Fidelity Japanese Values PLC ORD from 2015 to 2024, covering 10 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read Fidelity Japanese Values PLC ORD total liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2024 98.8% GBX229.80 Million GBX232.59 Million ▲ +0.3 pp
2023 98.5% GBX255.06 Million GBX258.84 Million ▲ +1.2 pp
2022 97.3% GBX231.52 Million GBX237.96 Million ▼ -1.0 pp
2021 98.3% GBX308.74 Million GBX314.01 Million ▼ -0.1 pp
2020 98.4% GBX304.93 Million GBX309.96 Million ▼ -0.8 pp
2019 99.2% GBX252.15 Million GBX254.24 Million ▲ +4.7 pp
2018 94.5% GBX186.26 Million GBX197.13 Million ▼ -4.8 pp
2017 99.3% GBX222.91 Million GBX224.47 Million ▼ 0.0 pp
2016 99.3% GBX166.40 Million GBX167.55 Million ▲ +1.3 pp
2015 98.0% GBX115.53 Million GBX117.87 Million
pp = percentage points