JPMorgan European Growth & Income plc (JEGI) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan European Growth & Income plc Strategic Asset Allocation Index (2021–2023)
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. Explore JPMorgan European Growth & Income plc cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for JPMorgan European Growth & Income plc (2021–2023)
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 the full company profile including market capitalisation, see JPMorgan European Growth & Income plc (JEGI) market capitalisation.
| 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 | — |