Jpmorgan Global Core Real Assets Ltd Strategic Asset Allocation Index
Jpmorgan Global Core Real Assets Ltd strategic asset allocation index. Jpmorgan Global Core Real Assets Ltd (JARA) has a Strategic Asset Allocation Index of 94.1% as of August 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX66.41 Million) total GBX66.41 Million, measured against net assets of GBX70.57 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JARA equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Jpmorgan Global Core Real Assets Ltd (2020–2025)
Strategic asset allocation index of Jpmorgan Global Core Real Assets Ltd from 2020 to 2025. This chart shows how Jpmorgan Global Core Real Assets Ltd's Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of August 2025, the index stands at 94.1%, representing strategic assets of GBX66.41 Million against net assets of GBX70.57 Million GBX. Check tangible net worth ratio of Jpmorgan Global Core Real Assets Ltd to evaluate the tangible quality of the company's equity base.
Jpmorgan Global Core Real Assets Ltd Strategic Asset Allocation Index by Year (2020–2025)
Jpmorgan Global Core Real Assets Ltd strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Jpmorgan Global Core Real Assets Ltd from 2020 to 2025, covering 6 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Jpmorgan Global Core Real Assets Ltd.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 98.6% | GBX160.11 Million | GBX- | GBX160.11 Million | GBX162.31 Million | ▲ +0.8 pp |
| 2024 | 97.8% | GBX192.12 Million | GBX- | GBX192.12 Million | GBX196.41 Million | ▼ -0.5 pp |
| 2023 | 98.3% | GBX219.96 Million | GBX- | GBX219.96 Million | GBX223.73 Million | ▼ -0.8 pp |
| 2022 | 99.1% | GBX204.67 Million | GBX- | GBX204.67 Million | GBX206.59 Million | ▲ +10.0 pp |
| 2021 | 89.1% | GBX163.45 Million | GBX- | GBX163.45 Million | GBX183.52 Million | ▲ +54.2 pp |
| 2020 | 34.9% | GBX67.86 Million | GBX- | GBX67.86 Million | GBX194.41 Million | — |