JPMorgan Japanese Investment Trust Strategic Asset Allocation Index
JPMorgan Japanese Investment Trust strategic asset allocation index. JPMorgan Japanese Investment Trust (JFJ) has a Strategic Asset Allocation Index of 103.5% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.23 Billion) total GBX1.23 Billion, measured against net assets of GBX1.19 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JFJ equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of JPMorgan Japanese Investment Trust (2015–2025)
Strategic asset allocation index of JPMorgan Japanese Investment Trust from 2015 to 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 March 2026, the index stands at 103.5%, representing strategic assets of GBX1.23 Billion against net assets of GBX1.19 Billion GBX. Check JPMorgan Japanese Investment Trust tangible book value ratio to evaluate the tangible quality of the company's equity base.
JPMorgan Japanese Investment Trust Strategic Asset Allocation Index by Year (2015–2025)
JPMorgan Japanese Investment Trust strategic asset allocation index by year from 2015 to 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. For live market cap and overall valuation, see how much is JPMorgan Japanese Investment Trust worth.
| 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 | — |