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

Latest as of June 2025: 97.6%

JPMorgan Claverhouse Investment Trust Plc (JCH) has a Long-term Investment Intensity of 97.6% as of June 2025. Long-term investments of GBX476.37 Million represent 97.6% of total assets of GBX488.15 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See shareholders equity of JPMorgan Claverhouse Investment Trust Pl for net asset value and shareholders' equity analysis.

LT Investment Intensity

97.6%
LT Investments / Total Assets

Long-term Investments

GBX476.37 Million
GBX

Total Assets

GBX488.15 Million
GBX

Country

UK
LSE

JPMorgan Claverhouse Investment Trust Plc Long-term Investment Intensity (2014–2024)

This chart shows how JPMorgan Claverhouse Investment Trust Plc's Long-term Investment Intensity has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the intensity stands at 97.6%, reflecting long-term investments of GBX476.37 Million against total assets of GBX488.15 Million GBX. Also explore JPMorgan Claverhouse Investment Trust Pl asset portfolio for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for JPMorgan Claverhouse Investment Trust Plc (2014–2024)

The table below presents the year-by-year Long-term Investment Intensity for JPMorgan Claverhouse Investment Trust Plc from 2014 to 2024, covering 11 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 market capitalisation and broader financial context, see JPMorgan Claverhouse Investment Trust Pl stock valuation.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (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