Schroder Japan Growth Fund (SJG) — Strategic Asset Allocation Index

Latest as of January 2025: 96.3%

Schroder Japan Growth Fund (SJG) has a Strategic Asset Allocation Index of 96.3% as of January 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX330.70 Million) total GBX330.70 Million, measured against net assets of GBX343.25 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Schroder Japan Growth Fund to measure how much of total assets are equity-financed.

SAAI

96.3%
Strategic Assets / Net Assets

Strategic Assets

GBX330.70 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX343.25 Million
GBX

Schroder Japan Growth Fund Strategic Asset Allocation Index (2015–2024)

This chart shows how Schroder Japan Growth Fund's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of January 2025, the index stands at 96.3%, representing strategic assets of GBX330.70 Million against net assets of GBX343.25 Million GBX. For live market cap and overall valuation, see market value of Schroder Japan Growth Fund.

Annual Strategic Asset Allocation Index for Schroder Japan Growth Fund (2015–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Schroder Japan Growth Fund from 2015 to 2024, covering 10 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 SJG net asset value for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2024 101.2% GBX355.24 Million GBX- GBX355.24 Million GBX350.89 Million ▼ -8.4 pp
2023 109.7% GBX331.76 Million GBX- GBX331.76 Million GBX302.46 Million ▼ -1.7 pp
2022 111.4% GBX313.45 Million GBX- GBX313.45 Million GBX281.43 Million ▲ +0.8 pp
2021 110.6% GBX313.91 Million GBX- GBX313.91 Million GBX283.86 Million ▼ -2.9 pp
2020 113.5% GBX268.08 Million GBX- GBX268.08 Million GBX236.13 Million ▲ +1.1 pp
2019 112.4% GBX307.75 Million GBX- GBX307.75 Million GBX273.81 Million ▲ +0.6 pp
2018 111.8% GBX326.76 Million GBX- GBX326.76 Million GBX292.27 Million ▲ +0.2 pp
2017 111.6% GBX300.50 Million GBX- GBX300.50 Million GBX269.30 Million ▼ -0.5 pp
2016 112.1% GBX254.11 Million GBX- GBX254.11 Million GBX226.69 Million ▼ -0.5 pp
2015 112.6% GBX238.82 Million GBX- GBX238.82 Million GBX212.10 Million
pp = percentage points