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 111.1% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX272.50 Million) total GBX272.50 Million, measured against net assets of GBX245.25 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check JPmorgan US Smaller Companies Investment liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
JPmorgan US Smaller Companies Investment Trust PLC Strategic Asset Allocation Index (2014–2024)
This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 111.1%, representing strategic assets of GBX272.50 Million against net assets of GBX245.25 Million GBX. See financial agility of JPmorgan US Smaller Companies Investment to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for JPmorgan US Smaller Companies Investment Trust PLC (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for JPmorgan US Smaller Companies Investment Trust PLC from 2014 to 2024, covering 11 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 JPmorgan US Smaller Companies Investment (JUSC) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |