JPMorgan UK Small Cap Growth & Income Plc (JUGI) — 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 balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan UK Small Cap Growth & Income Plc Strategic Asset Allocation Index (2020–2024)
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. For live market cap and overall valuation, see JPMorgan UK Small Cap Growth & Income Pl market capitalisation.
Annual Strategic Asset Allocation Index for JPMorgan UK Small Cap Growth & Income Plc (2020–2024)
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. See JPMorgan UK Small Cap Growth & Income Pl shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |