JPMorgan Claverhouse Investment Trust Plc (JCH) — Long-term Investment Intensity

Latest as of June 2026: 93.0%

JPMorgan Claverhouse Investment Trust Plc (JCH) has a Long-term Investment Intensity of 93.0% as of June 2026. Long-term investments of GBX503.53 Million represent 93.0% of total assets of GBX541.38 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check financial resilience of JPMorgan Claverhouse Investment Trust Pl to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

93.0%
LT Investments / Total Assets

Long-term Investments

GBX503.53 Million
GBX

Total Assets

GBX541.38 Million
GBX

Country

UK
LSE

JPMorgan Claverhouse Investment Trust Plc Long-term Investment Intensity (2014–2025)

This chart shows how JPMorgan Claverhouse Investment Trust Plc's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the intensity stands at 93.0%, reflecting long-term investments of GBX503.53 Million against total assets of GBX541.38 Million GBX. For the complete balance sheet picture, see JPMorgan Claverhouse Investment Trust Pl total assets.

Annual Long-term Investment Intensity for JPMorgan Claverhouse Investment Trust Plc (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for JPMorgan Claverhouse Investment Trust Plc from 2014 to 2025, covering 12 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 JPMorgan Claverhouse Investment Trust Pl total liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 97.6% GBX506.34 Million GBX519.00 Million ▼ -0.3 pp
2024 97.9% GBX440.80 Million GBX450.26 Million ▲ +0.1 pp
2023 97.8% GBX439.13 Million GBX448.96 Million ▲ +0.1 pp
2022 97.7% GBX445.55 Million GBX456.21 Million ▲ +0.0 pp
2021 97.7% GBX553.18 Million GBX566.44 Million ▲ +3.2 pp
2020 94.5% GBX447.12 Million GBX473.25 Million ▼ -1.4 pp
2019 95.9% GBX487.78 Million GBX508.78 Million ▲ +1.2 pp
2018 94.7% GBX381.38 Million GBX402.68 Million ▼ -1.8 pp
2017 96.5% GBX476.82 Million GBX494.19 Million ▼ -0.6 pp
2016 97.1% GBX428.24 Million GBX440.89 Million ▲ +4.9 pp
2015 92.3% GBX402.79 Million GBX436.60 Million ▼ -7.1 pp
2014 99.3% GBX428.05 Million GBX430.91 Million
pp = percentage points