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. For live market cap and overall valuation, see JPMorgan Indian Inv Trust market cap and net worth.
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. See JPMorgan Indian Inv Trust (JII) net asset quality to measure how much of total assets are equity-financed.
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. Also explore JII net assets growth trend to track the company's year-over-year net asset growth rate.
| 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 | — |