JPMorgan UK Small Cap Growth & Income Plc Strategic Asset Allocation Index
JPMorgan UK Small Cap Growth & Income Plc strategic asset allocation index. JPMorgan UK Small Cap Growth & Income Plc (JUGI) has a Strategic Asset Allocation Index of 111.7% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX522.61 Million) total GBX522.61 Million, measured against net assets of GBX467.97 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JPMorgan UK Small Cap Growth & Income Pl (JUGI) 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 JPMorgan UK Small Cap Growth & Income Plc (2020–2024)
Strategic asset allocation index of JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2024. This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2024. As of January 2026, the index stands at 111.7%, representing strategic assets of GBX522.61 Million against net assets of GBX467.97 Million GBX. Check JPMorgan UK Small Cap Growth & Income Pl tangible equity quality to evaluate the tangible quality of the company's equity base.
JPMorgan UK Small Cap Growth & Income Plc Strategic Asset Allocation Index by Year (2020–2024)
JPMorgan UK Small Cap Growth & Income Plc strategic asset allocation index by year from 2020 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2024, covering 5 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 JUGI market cap overview.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 108.7% | GBX561.95 Million | GBX- | GBX561.95 Million | GBX517.07 Million | ▼ -0.8 pp |
| 2023 | 109.5% | GBX265.25 Million | GBX- | GBX265.25 Million | GBX242.20 Million | ▲ +3.7 pp |
| 2022 | 105.8% | GBX275.60 Million | GBX- | GBX275.60 Million | GBX260.45 Million | ▼ -3.1 pp |
| 2021 | 108.9% | GBX377.14 Million | GBX- | GBX377.14 Million | GBX346.29 Million | ▲ +0.3 pp |
| 2020 | 108.6% | GBX228.05 Million | GBX- | GBX228.05 Million | GBX209.94 Million | — |