JPMorgan UK Small Cap Growth & Income Plc (JUGI) — Long-term Investment Intensity

Latest as of January 2024: 98.3%

JPMorgan UK Small Cap Growth & Income Plc (JUGI) has a Long-term Investment Intensity of 98.3% as of January 2024. Long-term investments of GBX280.45 Million represent 98.3% of total assets of GBX285.36 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check JPMorgan UK Small Cap Growth & Income Pl (JUGI) total reinvestment rate to assess the company's total reinvestment commitment from operating cash flow.

LT Investment Intensity

98.3%
LT Investments / Total Assets

Long-term Investments

GBX280.45 Million
GBX

Total Assets

GBX285.36 Million
GBX

Country

UK
LSE

JPMorgan UK Small Cap Growth & Income Plc Long-term Investment Intensity (2020–2023)

This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Long-term Investment Intensity has evolved across 4 annual periods from 2020 to 2023. As of January 2024, the intensity stands at 98.3%, reflecting long-term investments of GBX280.45 Million against total assets of GBX285.36 Million GBX. Explore JPMorgan UK Small Cap Growth & Income Pl cash flow to debt ratio to assess how comfortably operating cash covers total debt obligations.

Annual Long-term Investment Intensity for JPMorgan UK Small Cap Growth & Income Plc (2020–2023)

The table below presents the year-by-year Long-term Investment Intensity for JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2023, covering 4 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 JUGI company net worth.

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