JPMorgan Indian Inv Trust (JII) — Strategic Asset Allocation Index
JPMorgan Indian Inv Trust (JII) has a Strategic Asset Allocation Index of 103.0% as of March 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX785.34 Million) total GBX785.34 Million, measured against net assets of GBX762.15 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 Indian Inv Trust Strategic Asset Allocation Index (2015–2024)
This chart shows how JPMorgan Indian Inv Trust's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of March 2025, the index stands at 103.0%, representing strategic assets of GBX785.34 Million against net assets of GBX762.15 Million GBX. Explore cash flow conversion of JPMorgan Indian Inv Trust to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for JPMorgan Indian Inv Trust (2015–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan Indian Inv Trust from 2015 to 2024, covering 10 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 JII stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 103.2% | GBX888.54 Million | GBX- | GBX888.54 Million | GBX860.89 Million | ▲ +3.8 pp |
| 2023 | 99.4% | GBX770.96 Million | GBX- | GBX770.96 Million | GBX775.60 Million | ▲ +5.1 pp |
| 2022 | 94.3% | GBX749.96 Million | GBX- | GBX749.96 Million | GBX795.25 Million | ▼ -4.8 pp |
| 2021 | 99.1% | GBX757.06 Million | GBX- | GBX757.06 Million | GBX763.91 Million | ▼ -1.9 pp |
| 2020 | 101.0% | GBX542.20 Million | GBX- | GBX542.20 Million | GBX536.70 Million | ▲ +4.0 pp |
| 2019 | 97.0% | GBX832.59 Million | GBX- | GBX832.59 Million | GBX857.91 Million | ▼ -2.7 pp |
| 2018 | 99.7% | GBX767.84 Million | GBX- | GBX767.84 Million | GBX770.14 Million | ▲ +1.1 pp |
| 2017 | 98.6% | GBX827.87 Million | GBX- | GBX827.87 Million | GBX840.00 Million | ▼ -8.5 pp |
| 2016 | 107.0% | GBX824.91 Million | GBX- | GBX824.91 Million | GBX770.74 Million | ▲ +5.5 pp |
| 2015 | 101.5% | GBX614.24 Million | GBX- | GBX614.24 Million | GBX604.95 Million | — |