JPMorgan UK Small Cap Growth & Income Plc (JUGI) — Long-term Investment Intensity
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. See JUGI book value for net asset value and shareholders' equity analysis.
LT Investment Intensity
Long-term Investments
Total Assets
Country
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. Also explore JUGI total asset value for the complete picture of this company's asset base.
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 market cap.
| 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 | — |