JPMorgan European Growth & Income plc Strategic Asset Allocation Index
JPMorgan European Growth & Income plc strategic asset allocation index. JPMorgan European Growth & Income plc (JEGI) has a Strategic Asset Allocation Index of 94.2% as of September 2023. Strategic assets (PP&E of GBX- plus long-term investments of GBX459.34 Million) total GBX459.34 Million, measured against net assets of GBX487.66 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is JPMorgan European Growth & Income 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 European Growth & Income plc (2021–2023)
Strategic asset allocation index of JPMorgan European Growth & Income plc from 2021 to 2023. This chart shows how JPMorgan European Growth & Income plc's Strategic Asset Allocation Index has evolved across 3 annual periods from 2021 to 2023. As of September 2023, the index stands at 94.2%, representing strategic assets of GBX459.34 Million against net assets of GBX487.66 Million GBX. Check tangible equity quality of JPMorgan European Growth & Income plc to evaluate the tangible quality of the company's equity base.
JPMorgan European Growth & Income plc Strategic Asset Allocation Index by Year (2021–2023)
JPMorgan European Growth & Income plc strategic asset allocation index by year from 2021 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan European Growth & Income plc from 2021 to 2023, covering 3 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 JEGI company net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 103.1% | GBX469.19 Million | GBX- | GBX469.19 Million | GBX455.25 Million | ▲ +0.3 pp |
| 2022 | 102.7% | GBX451.29 Million | GBX- | GBX451.29 Million | GBX439.33 Million | ▲ +0.5 pp |
| 2021 | 102.3% | GBX429.07 Million | GBX- | GBX429.07 Million | GBX419.60 Million | — |