JPMorgan Claverhouse Investment Trust Plc (JCH) — Strategic Asset Allocation Index
JPMorgan Claverhouse Investment Trust Plc (JCH) has a Strategic Asset Allocation Index of 99.1% as of June 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX503.53 Million) total GBX503.53 Million, measured against net assets of GBX508.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JPMorgan Claverhouse Investment Trust Pl balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan Claverhouse Investment Trust Plc Strategic Asset Allocation Index (2014–2025)
This chart shows how JPMorgan Claverhouse Investment Trust Plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the index stands at 99.1%, representing strategic assets of GBX503.53 Million against net assets of GBX508.32 Million GBX. For live market cap and overall valuation, see JPMorgan Claverhouse Investment Trust Pl market cap and net worth.
Annual Strategic Asset Allocation Index for JPMorgan Claverhouse Investment Trust Plc (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan Claverhouse Investment Trust Plc from 2014 to 2025, covering 12 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 JCH book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 103.7% | GBX506.34 Million | GBX- | GBX506.34 Million | GBX488.43 Million | ▼ -3.9 pp |
| 2024 | 107.6% | GBX440.80 Million | GBX- | GBX440.80 Million | GBX409.69 Million | ▼ -0.1 pp |
| 2023 | 107.7% | GBX439.13 Million | GBX- | GBX439.13 Million | GBX407.80 Million | ▲ +0.5 pp |
| 2022 | 107.2% | GBX445.55 Million | GBX- | GBX445.55 Million | GBX415.80 Million | ▼ -11.8 pp |
| 2021 | 119.0% | GBX553.18 Million | GBX- | GBX553.18 Million | GBX465.02 Million | ▲ +5.1 pp |
| 2020 | 113.8% | GBX447.12 Million | GBX- | GBX447.12 Million | GBX392.86 Million | ▲ +5.0 pp |
| 2019 | 108.9% | GBX487.78 Million | GBX- | GBX487.78 Million | GBX448.09 Million | ▲ +6.3 pp |
| 2018 | 102.5% | GBX381.38 Million | GBX- | GBX381.38 Million | GBX372.03 Million | ▼ -8.8 pp |
| 2017 | 111.3% | GBX476.82 Million | GBX- | GBX476.82 Million | GBX428.50 Million | ▼ -0.7 pp |
| 2016 | 112.0% | GBX428.24 Million | GBX- | GBX428.24 Million | GBX382.31 Million | ▼ -1.2 pp |
| 2015 | 113.2% | GBX402.79 Million | GBX- | GBX402.79 Million | GBX355.73 Million | ▼ -10.2 pp |
| 2014 | 123.5% | GBX428.05 Million | GBX- | GBX428.05 Million | GBX346.66 Million | — |