JPMorgan Global Core Real Assets (LSE:JARA) Beta: N/A (As of Sep. 12, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:JARA JPMorgan Global Core Real Assets Ltd LSE:JARA
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What is JPMorgan Global Core Real Assets Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-09-12), JPMorgan Global Core Real Assets's Beta is Not available.

JPMorgan Global Core Real Assets  (LSE:JARA) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

JPMorgan Global Core Real Assets Beta Related Terms

JPMorgan Global Core Real Assets Beta Historical Data

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The historical data trend for JPMorgan Global Core Real Assets's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

JPMorgan Global Core Real Assets Beta Chart

JPMorgan Global Core Real Assets Annual Data
Trend Feb20 Feb21 Feb22 Feb23 Feb24 Feb25
Beta
Get a 7-Day Free Trial 0.00 0.00 0.00 0.23 0.38

JPMorgan Global Core Real Assets Semi-Annual Data
Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.23 -0.53 0.38 -0.62
LSE:JARA
11GF Score
JPMorgan Global Core Real Assets Ltd LSE:JARA
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JPMorgan Global Core Real Assets Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

JPMorgan Global Core Real Assets Business Description

Address La Charroterie, Level 3, Mill Court, Saint Peter Port, GGY, GY1 1EJ
JPMorgan Global Core Real Assets Ltd is a closed-ended investment company. Previously, its investment objective was to provide shareholders with stable income and capital appreciation from exposure to a globally diversified portfolio of Core Real Assets. Its portfolio spans the entire scope of core real assets, namely Infrastructure (Utilities, Bulk Storage, Fixed Transport, Energy); Transportation (Maritime, Aviation, Energy Logistics, Rail); and Real Estate (Retail, Office, Industrial, Residential). Currently, the company is in managed wind-down, with its investment objective being to realise all existing assets in the company's portfolio in an orderly manner and make timely returns of capital to shareholders.
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Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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