JPMorgan Euro Small Companies Trust Plc (JEDT) — Strategic Asset Allocation Index
JPMorgan Euro Small Companies Trust Plc (JEDT) has a Strategic Asset Allocation Index of 110.7% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX649.77 Million) total GBX649.77 Million, measured against net assets of GBX586.71 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check JEDT asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan Euro Small Companies Trust Plc Strategic Asset Allocation Index (2018–2025)
This chart shows how JPMorgan Euro Small Companies Trust Plc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of September 2025, the index stands at 110.7%, representing strategic assets of GBX649.77 Million against net assets of GBX586.71 Million GBX. See JEDT financial flexibility score to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for JPMorgan Euro Small Companies Trust Plc (2018–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan Euro Small Companies Trust Plc from 2018 to 2025, covering 8 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 the full company profile including market capitalisation, see market cap of JPMorgan Euro Small Companies Trust Plc.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 109.1% | GBX639.57 Million | GBX- | GBX639.57 Million | GBX586.25 Million | ▲ +1.2 pp |
| 2024 | 107.9% | GBX829.74 Million | GBX- | GBX829.74 Million | GBX769.05 Million | ▲ +0.9 pp |
| 2023 | 106.9% | GBX839.58 Million | GBX- | GBX839.58 Million | GBX785.06 Million | ▲ +6.9 pp |
| 2022 | 100.0% | GBX834.02 Million | GBX- | GBX834.02 Million | GBX833.72 Million | ▼ -8.8 pp |
| 2021 | 108.8% | GBX921.20 Million | GBX- | GBX921.20 Million | GBX846.30 Million | ▲ +5.0 pp |
| 2020 | 103.8% | GBX537.05 Million | GBX- | GBX537.05 Million | GBX517.25 Million | ▲ +9.1 pp |
| 2019 | 94.8% | GBX604.43 Million | GBX- | GBX604.43 Million | GBX637.81 Million | ▼ -13.2 pp |
| 2018 | 107.9% | GBX757.86 Million | GBX- | GBX757.86 Million | GBX702.17 Million | — |