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. See JPMorgan European Growth & Income plc (JEGI) balance sheet quality index to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see JEGI market cap overview.
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. See JPMorgan European Growth & Income plc shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |