JPMorgan UK Small Cap Growth & Income Plc Long-term Investment Intensity

Latest as of January 2026: 99.3%

JPMorgan UK Small Cap Growth & Income Plc long-term investment intensity. JPMorgan UK Small Cap Growth & Income Plc (JUGI) has a Long-term Investment Intensity of 99.3% as of January 2026. Long-term investments of GBX522.61 Million represent 99.3% of total assets of GBX526.19 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read JUGI liabilities breakdown for a breakdown of total debt and financial obligations.

LT Investment Intensity

99.3%
LT Investments / Total Assets

Long-term Investments

GBX522.61 Million
GBX

Total Assets

GBX526.19 Million
GBX

Country

UK
LSE

Long-term Investment Intensity of JPMorgan UK Small Cap Growth & Income Plc (2020–2024)

Long-term investment intensity of JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2024. This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Long-term Investment Intensity has evolved across 5 annual periods from 2020 to 2024. As of January 2026, the intensity stands at 99.3%, reflecting long-term investments of GBX522.61 Million against total assets of GBX526.19 Million GBX.

JPMorgan UK Small Cap Growth & Income Plc Long-term Investment Intensity by Year (2020–2024)

JPMorgan UK Small Cap Growth & Income Plc long-term investment intensity by year from 2020 to 2024. The table below presents the year-by-year Long-term Investment Intensity for JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2024, covering 5 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 total assets of JPMorgan UK Small Cap Growth & Income Pl.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2024 97.8% GBX561.95 Million GBX574.79 Million ▼ -0.5 pp
2023 98.2% GBX265.25 Million GBX269.98 Million ▲ +2.1 pp
2022 96.1% GBX275.60 Million GBX286.73 Million ▼ -2.5 pp
2021 98.6% GBX377.14 Million GBX382.51 Million ▲ +1.0 pp
2020 97.6% GBX228.05 Million GBX233.61 Million —
pp = percentage points