JPMorgan Euro Small Companies Trust Plc Strategic Asset Allocation Index
JPMorgan Euro Small Companies Trust Plc 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. See how leveraged is JPMorgan Euro Small Companies Trust Plc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of JPMorgan Euro Small Companies Trust Plc (2018–2025)
Strategic asset allocation index of JPMorgan Euro Small Companies Trust Plc from 2018 to 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. Check JEDT goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
JPMorgan Euro Small Companies Trust Plc Strategic Asset Allocation Index by Year (2018–2025)
JPMorgan Euro Small Companies Trust Plc strategic asset allocation index by year from 2018 to 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 live market cap and overall valuation, see JPMorgan Euro Small Companies Trust Plc (JEDT) market capitalisation.
| 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 | — |