Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-27), JPMorgan Claverhouse Investment Trust's Beta is -0.2417.
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 Claverhouse Investment Trust Beta Related Terms
JPMorgan Claverhouse Investment Trust Beta Historical Data
* 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.
For the Asset Management subindustry, JPMorgan Claverhouse Investment Trust's Beta, along with its competitors' market caps and Beta data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
JPMorgan Claverhouse Investment Trust Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's Beta distribution charts can be found below:
* The bar in red indicates where JPMorgan Claverhouse Investment Trust's Beta falls into.
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 Claverhouse Investment Trust (LSE:JCH) has a Beta of -0.2417 as of Jun. 27, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for JPMorgan Claverhouse Investment Trust and its competitors.
Is JPMorgan Claverhouse Investment Trust's Beta too high?
JPMorgan Claverhouse Investment Trust's current Beta is -0.2417. Overall, JPMorgan Claverhouse Investment Trust has a GF Score™ of 50/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Claverhouse Investment Trust's Beta compare to BLK and BX?
JPMorgan Claverhouse Investment Trust's Beta of -0.2417 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for JPMorgan Claverhouse Investment Trust and its competitors. JPMorgan Claverhouse Investment Trust's current Beta is -0.2417. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Claverhouse Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust (LSE:JCH) is currently considered Possible Value Trap. The stock's GF Value™ is £25.53, compared to a current price of £9.26 — trading 63.7% below its estimated fair value. The current Beta is -0.2417. JPMorgan Claverhouse Investment Trust's overall GF Score™ is 50/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For JPMorgan Claverhouse Investment Trust (LSE:JCH), the current Beta is -0.2417 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is JPMorgan Claverhouse Investment Trust (LSE:JCH) Overvalued in 2026?
Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust stock appears to be undervalued.
The current stock price of £9.26 is trading 63.7% below its estimated GF Value™ of £25.53.
GuruFocus considers JPMorgan Claverhouse Investment Trust to be Possible Value Trap.
Key valuation signals for LSE:JCH:
Beta: -0.2417
GF Value™: £25.53 vs. price of £9.26 (63.7% below fair value)
No single metric tells the full story. See the LSE:JCH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JPMorgan Claverhouse Investment Trust Business Description
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with a combination of capital and income growth from UK investments. The company mainly invests in a diversified portfolio, with a predominant focus on companies listed on the London Stock Exchange. The portfolio typically comprises between sixty and eighty investments across a broad range of sectors, including Financials, Industrials, Technology, Consumer Staples, Basic Materials, and Real Estate, among others. Its performance is benchmarked against the FTSE All-Share Index on a total return basis.
50GF Score
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