JP Morgan Global Growth & Income PLC Strategic Asset Allocation Index
JP Morgan Global Growth & Income PLC strategic asset allocation index. JP Morgan Global Growth & Income PLC (JGGI) has a Strategic Asset Allocation Index of 104.0% as of December 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX3.05 Billion) total GBX3.05 Billion, measured against net assets of GBX2.93 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JP Morgan Global Growth & Income PLC (JGGI) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of JP Morgan Global Growth & Income PLC (2017–2024)
Strategic asset allocation index of JP Morgan Global Growth & Income PLC from 2017 to 2024. This chart shows how JP Morgan Global Growth & Income PLC's Strategic Asset Allocation Index has evolved across 8 annual periods from 2017 to 2024. As of December 2024, the index stands at 104.0%, representing strategic assets of GBX3.05 Billion against net assets of GBX2.93 Billion GBX. Check JGGI tangible net assets ratio to evaluate the tangible quality of the company's equity base.
JP Morgan Global Growth & Income PLC Strategic Asset Allocation Index by Year (2017–2024)
JP Morgan Global Growth & Income PLC strategic asset allocation index by year from 2017 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for JP Morgan Global Growth & Income PLC from 2017 to 2024, covering 8 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 JGGI market cap overview.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 99.2% | GBX2.71 Billion | GBX- | GBX2.71 Billion | GBX2.74 Billion | ▼ 0.0 pp |
| 2023 | 99.2% | GBX1.80 Billion | GBX- | GBX1.80 Billion | GBX1.81 Billion | ▼ -2.5 pp |
| 2022 | 101.8% | GBX681.41 Million | GBX- | GBX681.41 Million | GBX669.41 Million | ▲ +1.2 pp |
| 2021 | 100.6% | GBX657.26 Million | GBX- | GBX657.26 Million | GBX653.37 Million | ▲ +1.4 pp |
| 2020 | 99.2% | GBX475.21 Million | GBX- | GBX475.21 Million | GBX478.84 Million | ▼ -5.0 pp |
| 2019 | 104.2% | GBX460.06 Million | GBX- | GBX460.06 Million | GBX441.52 Million | ▼ -1.7 pp |
| 2018 | 105.9% | GBX435.16 Million | GBX- | GBX435.16 Million | GBX410.79 Million | ▼ -0.9 pp |
| 2017 | 106.8% | GBX403.01 Million | GBX- | GBX403.01 Million | GBX377.18 Million | — |