JPMorgan Claverhouse Investment Trust Plc Long-term Investment Intensity

Latest as of June 2026: 93.0%

JPMorgan Claverhouse Investment Trust Plc long-term investment intensity. 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. Read JCH liabilities breakdown for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of JPMorgan Claverhouse Investment Trust Plc from 2014 to 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.

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

JPMorgan Claverhouse Investment Trust Plc long-term investment intensity by year from 2014 to 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. For the complete balance sheet picture, see JPMorgan Claverhouse Investment Trust Pl asset portfolio.

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