JPMorgan China Growth & Income PLC (JCGI) — Strategic Asset Allocation Index
JPMorgan China Growth & Income PLC (JCGI) has a Strategic Asset Allocation Index of 100.8% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX283.70 Million) total GBX283.70 Million, measured against net assets of GBX281.46 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JPMorgan China Growth & Income PLC balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan China Growth & Income PLC Strategic Asset Allocation Index (2016–2025)
This chart shows how JPMorgan China Growth & Income PLC's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of September 2025, the index stands at 100.8%, representing strategic assets of GBX283.70 Million against net assets of GBX281.46 Million GBX. For live market cap and overall valuation, see JPMorgan China Growth & Income PLC (JCGI) total market value.
Annual Strategic Asset Allocation Index for JPMorgan China Growth & Income PLC (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan China Growth & Income PLC from 2016 to 2025, covering 10 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. See JPMorgan China Growth & Income PLC (JCGI) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.8% | GBX283.70 Million | GBX- | GBX283.70 Million | GBX281.46 Million | ▼ -2.9 pp |
| 2024 | 103.7% | GBX235.74 Million | GBX- | GBX235.74 Million | GBX227.40 Million | ▼ -10.4 pp |
| 2023 | 114.0% | GBX262.00 Million | GBX- | GBX262.00 Million | GBX229.77 Million | ▼ -3.2 pp |
| 2022 | 117.2% | GBX333.21 Million | GBX- | GBX333.21 Million | GBX284.29 Million | ▲ +7.0 pp |
| 2021 | 110.2% | GBX521.63 Million | GBX- | GBX521.63 Million | GBX473.40 Million | ▼ -0.4 pp |
| 2020 | 110.6% | GBX454.64 Million | GBX- | GBX454.64 Million | GBX410.96 Million | ▲ +0.8 pp |
| 2019 | 109.8% | GBX278.02 Million | GBX- | GBX278.02 Million | GBX253.11 Million | ▼ -8.1 pp |
| 2018 | 117.9% | GBX260.54 Million | GBX- | GBX260.54 Million | GBX220.96 Million | ▲ +8.7 pp |
| 2017 | 109.3% | GBX246.88 Million | GBX- | GBX246.88 Million | GBX225.96 Million | ▲ +0.7 pp |
| 2016 | 108.5% | GBX195.16 Million | GBX- | GBX195.16 Million | GBX179.79 Million | — |