JPmorgan US Smaller Companies Investment Trust PLC (JUSC) — Strategic Asset Allocation Index
JPmorgan US Smaller Companies Investment Trust PLC (JUSC) has a Strategic Asset Allocation Index of 110.3% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX253.84 Million) total GBX253.84 Million, measured against net assets of GBX230.23 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check JPmorgan US Smaller Companies Investment tangible equity quality to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
JPmorgan US Smaller Companies Investment Trust PLC Strategic Asset Allocation Index (2014–2025)
This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 110.3%, representing strategic assets of GBX253.84 Million against net assets of GBX230.23 Million GBX.
Annual Strategic Asset Allocation Index for JPmorgan US Smaller Companies Investment Trust PLC (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPmorgan US Smaller Companies Investment Trust PLC from 2014 to 2025, covering 12 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 JUSC stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 110.3% | GBX253.84 Million | GBX- | GBX253.84 Million | GBX230.23 Million | ▲ +2.1 pp |
| 2024 | 108.2% | GBX317.77 Million | GBX- | GBX317.77 Million | GBX293.79 Million | ▲ +6.6 pp |
| 2023 | 101.5% | GBX283.99 Million | GBX- | GBX283.99 Million | GBX279.73 Million | ▼ -5.3 pp |
| 2022 | 106.8% | GBX291.72 Million | GBX- | GBX291.72 Million | GBX273.06 Million | ▲ +0.1 pp |
| 2021 | 106.7% | GBX322.12 Million | GBX- | GBX322.12 Million | GBX301.78 Million | ▲ +0.7 pp |
| 2020 | 106.1% | GBX251.21 Million | GBX- | GBX251.21 Million | GBX236.84 Million | ▲ +1.0 pp |
| 2019 | 105.0% | GBX208.25 Million | GBX- | GBX208.25 Million | GBX198.25 Million | ▼ -0.7 pp |
| 2018 | 105.8% | GBX168.01 Million | GBX- | GBX168.01 Million | GBX158.83 Million | ▲ +0.5 pp |
| 2017 | 105.2% | GBX175.41 Million | GBX- | GBX175.41 Million | GBX166.69 Million | ▲ +1.1 pp |
| 2016 | 104.1% | GBX160.19 Million | GBX- | GBX160.19 Million | GBX153.82 Million | ▼ -5.7 pp |
| 2015 | 109.8% | GBX113.98 Million | GBX- | GBX113.98 Million | GBX103.81 Million | ▲ +1.2 pp |
| 2014 | 108.6% | GBX107.93 Million | GBX- | GBX107.93 Million | GBX99.35 Million | — |