JPMorgan UK Small Cap Growth & Income Plc (JUGI) — Net Asset Quality Index

Latest as of January 2026: 88.9%

JPMorgan UK Small Cap Growth & Income Plc (JUGI) has a Net Asset Quality Index of 88.9% as of January 2026. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX526.19 Million minus total liabilities of GBX58.22 Million yields net assets of GBX467.97 Million. A higher index indicates a stronger, lower-leverage balance sheet. Read how much debt does JPMorgan UK Small Cap Growth & Income Pl carry for a breakdown of total debt and financial obligations.

Quality Index

88.9%
Equity / Total Assets

Net Assets

GBX467.97 Million
GBX

Total Assets

GBX526.19 Million
GBX

Total Liabilities

GBX58.22 Million
GBX

JPMorgan UK Small Cap Growth & Income Plc Net Asset Quality Index Over Time (2016–2025)

This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Net Asset Quality Index has evolved across 10 annual periods from 2016 to 2025. As of January 2026, the index stands at 88.9%, representing net assets of GBX467.97 Million against total assets of GBX526.19 Million GBX. For live market cap and overall valuation, see how much is JPMorgan UK Small Cap Growth & Income Pl worth.

Annual Net Asset Quality Index for JPMorgan UK Small Cap Growth & Income Plc (2016–2025)

The table below presents the year-by-year Net Asset Quality Index for JPMorgan UK Small Cap Growth & Income Plc from 2016 to 2025, covering 10 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. Check JPMorgan UK Small Cap Growth & Income Pl strategic capital allocation to assess the company's strategic physical and investment asset allocation.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2025 88.1% GBX473.02 Million GBX536.66 Million GBX63.64 Million ▼ -1.8 pp
2024 90.0% GBX517.07 Million GBX574.79 Million GBX57.72 Million ▲ +0.2 pp
2023 89.7% GBX242.20 Million GBX269.98 Million GBX27.78 Million ▼ -1.1 pp
2022 90.8% GBX260.45 Million GBX286.73 Million GBX26.28 Million ▲ +0.3 pp
2021 90.5% GBX346.29 Million GBX382.51 Million GBX36.22 Million ▲ +0.7 pp
2020 89.9% GBX209.94 Million GBX233.61 Million GBX23.67 Million ▲ +1.0 pp
2019 88.8% GBX207.74 Million GBX233.85 Million GBX26.11 Million ▼ -0.7 pp
2018 89.6% GBX227.11 Million GBX253.54 Million GBX26.43 Million ▲ +0.8 pp
2017 88.8% GBX207.28 Million GBX233.48 Million GBX26.19 Million ▼ 0.0 pp
2016 88.8% GBX160.63 Million GBX180.87 Million GBX20.23 Million
pp = percentage points