JPMorgan Japanese Investment Trust (JFJ) — Strategic Asset Allocation Index
JPMorgan Japanese Investment Trust (JFJ) has a Strategic Asset Allocation Index of 100.3% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.22 Billion) total GBX1.22 Billion, measured against net assets of GBX1.22 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JPMorgan Japanese Investment Trust net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan Japanese Investment Trust Strategic Asset Allocation Index (2015–2025)
This chart shows how JPMorgan Japanese Investment Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the index stands at 100.3%, representing strategic assets of GBX1.22 Billion against net assets of GBX1.22 Billion GBX. For live market cap and overall valuation, see market value of JPMorgan Japanese Investment Trust.
Annual Strategic Asset Allocation Index for JPMorgan Japanese Investment Trust (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan Japanese Investment Trust from 2015 to 2025, covering 11 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 JFJ total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.3% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.22 Billion | ▼ -10.1 pp |
| 2024 | 110.5% | GBX970.43 Million | GBX- | GBX970.43 Million | GBX878.60 Million | ▼ -3.3 pp |
| 2023 | 113.7% | GBX859.29 Million | GBX- | GBX859.29 Million | GBX755.47 Million | ▲ +2.0 pp |
| 2022 | 111.7% | GBX815.79 Million | GBX- | GBX815.79 Million | GBX730.37 Million | ▼ -1.0 pp |
| 2021 | 112.7% | GBX1.30 Billion | GBX- | GBX1.30 Billion | GBX1.15 Billion | ▼ -2.1 pp |
| 2020 | 114.8% | GBX1.23 Billion | GBX- | GBX1.23 Billion | GBX1.07 Billion | ▲ +1.7 pp |
| 2019 | 113.1% | GBX923.82 Million | GBX- | GBX923.82 Million | GBX816.67 Million | ▼ -1.6 pp |
| 2018 | 114.7% | GBX976.72 Million | GBX- | GBX976.72 Million | GBX851.54 Million | ▲ +1.1 pp |
| 2017 | 113.6% | GBX771.14 Million | GBX- | GBX771.14 Million | GBX678.84 Million | ▲ +4.1 pp |
| 2016 | 109.5% | GBX683.86 Million | GBX- | GBX683.86 Million | GBX624.76 Million | ▲ +3.1 pp |
| 2015 | 106.4% | GBX493.28 Million | GBX- | GBX493.28 Million | GBX463.58 Million | — |