Jupiter Fund Management Plc (JUP) — Strategic Asset Allocation Index
Jupiter Fund Management Plc (JUP) has a Strategic Asset Allocation Index of 4.8% as of December 2022. Strategic assets (PP&E of GBX40.90 Million plus long-term investments of GBX-) total GBX40.90 Million, measured against net assets of GBX843.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Jupiter Fund Management Plc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Jupiter Fund Management Plc Strategic Asset Allocation Index (2007–2022)
This chart shows how Jupiter Fund Management Plc's Strategic Asset Allocation Index has evolved across 16 annual periods from 2007 to 2022. As of December 2022, the index stands at 4.8%, representing strategic assets of GBX40.90 Million against net assets of GBX843.90 Million GBX. For live market cap and overall valuation, see how much is Jupiter Fund Management Plc worth.
Annual Strategic Asset Allocation Index for Jupiter Fund Management Plc (2007–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Jupiter Fund Management Plc from 2007 to 2022, covering 16 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 what is Jupiter Fund Management Plc's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 4.8% | GBX40.90 Million | GBX40.90 Million | GBX- | GBX843.90 Million | ▼ 0.0 pp |
| 2021 | 4.9% | GBX44.10 Million | GBX44.10 Million | GBX- | GBX900.80 Million | ▼ -0.5 pp |
| 2020 | 5.3% | GBX47.40 Million | GBX47.40 Million | GBX- | GBX886.10 Million | ▼ -3.1 pp |
| 2019 | 8.5% | GBX51.70 Million | GBX51.70 Million | GBX- | GBX611.70 Million | ▲ +7.3 pp |
| 2018 | 1.1% | GBX7.10 Million | GBX7.10 Million | GBX- | GBX624.40 Million | ▼ 0.0 pp |
| 2017 | 1.2% | GBX7.60 Million | GBX7.60 Million | GBX- | GBX640.30 Million | ▼ -0.3 pp |
| 2016 | 1.4% | GBX8.80 Million | GBX8.80 Million | GBX- | GBX610.40 Million | ▲ +0.1 pp |
| 2015 | 1.4% | GBX8.30 Million | GBX8.30 Million | GBX- | GBX602.90 Million | ▲ +1.1 pp |
| 2014 | 0.3% | GBX1.70 Million | GBX1.70 Million | GBX- | GBX586.20 Million | ▼ -0.4 pp |
| 2013 | 0.7% | GBX3.80 Million | GBX1.20 Million | GBX2.60 Million | GBX513.70 Million | ▲ +0.4 pp |
| 2012 | 0.3% | GBX1.60 Million | GBX1.60 Million | GBX- | GBX459.00 Million | ▼ 0.0 pp |
| 2011 | 0.4% | GBX1.60 Million | GBX1.60 Million | GBX- | GBX424.60 Million | ▲ +0.1 pp |
| 2010 | 0.3% | GBX1.10 Million | GBX1.10 Million | GBX- | GBX390.70 Million | ▼ -3.1 pp |
| 2009 | 3.3% | GBX1.56 Million | GBX1.56 Million | GBX- | GBX46.50 Million | ▼ -3.2 pp |
| 2008 | 6.6% | GBX2.66 Million | GBX2.66 Million | GBX- | GBX40.58 Million | ▼ -0.5 pp |
| 2007 | 7.1% | GBX3.39 Million | GBX3.39 Million | GBX- | GBX47.76 Million | — |