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 109.9% as of January 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX280.45 Million) total GBX280.45 Million, measured against net assets of GBX255.10 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 UK Small Cap Growth & Income Plc Strategic Asset Allocation Index (2020–2023)
This chart shows how JPMorgan UK Small Cap Growth & Income Plc's Strategic Asset Allocation Index has evolved across 4 annual periods from 2020 to 2023. As of January 2024, the index stands at 109.9%, representing strategic assets of GBX280.45 Million against net assets of GBX255.10 Million GBX. Explore JUGI cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for JPMorgan UK Small Cap Growth & Income Plc (2020–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan UK Small Cap Growth & Income Plc from 2020 to 2023, covering 4 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 JUGI stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |