JPMorgan Global Core Real Assets (LSE:JARA) Shareholder Yield % : 506.42% (As of Aug. 2025) — 8454% Above Median

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LSE:JARA JPMorgan Global Core Real Assets Ltd LSE:JARA
41 GF Score
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What is JPMorgan Global Core Real Assets Shareholder Yield %?

JPMorgan Global Core Real Assets LSE:JARA 41 Shareholder Yield % is 506.42% as of Aug. 2025, which is 8454% above its 10-year median of 5.92. GuruFocus rates LSE:JARA with a GF Score™ of 41/100. The stock has 5 warning signs investors should review. Among 1,487 Asset Management companies, JPMorgan Global Core Real Assets ranks better than 99.39% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, JPMorgan Global Core Real Assets's Shareholder Yield % was 506.42%.


JPMorgan Global Core Real Assets  (LSE:JARA) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


JPMorgan Global Core Real Assets Shareholder Yield % Related Terms


JPMorgan Global Core Real Assets Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for JPMorgan Global Core Real Assets's Shareholder Yield % 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 Shareholder Yield % Chart

JPMorgan Global Core Real Assets Annual Data
Trend Feb20 Feb21 Feb22 Feb23 Feb24 Feb25
Shareholder Yield %
Get a 7-Day Free Trial 0.00 0.38 3.54 11.14 7.36

JPMorgan Global Core Real Assets Semi-Annual Data
Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only 5.92 11.14 11.56 7.36 228.37

LSE:JARA vs BLK, BX, KKR: Shareholder Yield % Comparison

For the Asset Management subindustry, JPMorgan Global Core Real Assets's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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 Global Core Real Assets Shareholder Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Global Core Real Assets's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where JPMorgan Global Core Real Assets's Shareholder Yield % falls into.


LSE:JARA
41GF Score
JPMorgan Global Core Real Assets Ltd LSE:JARA
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Global Core Real Assets Shareholder Yield % Calculation

JPMorgan Global Core Real Assets's Shareholder Yield % for the quarter that ended in Aug. 2025 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=3.00 %+225.37 %+0 %
=228.37 %

* 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.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 506.42% mean?
JPMorgan Global Core Real Assets (LSE:JARA) has a Shareholder Yield % of 506.42% as of Aug. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on JPMorgan Global Core Real Assets and its competitors. This is 8454% above median its historical median of 5.92. Over the past decade, JPMorgan Global Core Real Assets' Shareholder Yield % has ranged from 0.08 to 506.42. According to the industry distribution chart, JPMorgan Global Core Real Assets ranks #9 out of 1487 companies in the Asset Management industry, placing it in the top 0.59999999999999%.
Is JPMorgan Global Core Real Assets' Shareholder Yield % too high?
JPMorgan Global Core Real Assets' current Shareholder Yield % of 506.42% is 8454% above median its 10-year median of 5.92. Over the past 10 years, this metric has ranged from a low of 0.08 to a high of 506.42. The Asset Management industry median Shareholder Yield % is 4.05. JPMorgan Global Core Real Assets' value of 506.42% is 12404.2% above this industry median. Based on the distribution chart, JPMorgan Global Core Real Assets ranks #9 out of 1487 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan Global Core Real Assets has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Global Core Real Assets' Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Global Core Real Assets ranks #9 out of 1487 companies for Shareholder Yield %. This places JPMorgan Global Core Real Assets in the top 1% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 4.05. JPMorgan Global Core Real Assets' value of 506.42% is 12404.2% above this benchmark. Historically, JPMorgan Global Core Real Assets' own Shareholder Yield % has ranged from 0.08 to 506.42 over the past decade. While the company's 10-year median is 5.92 vs. the industry median of 4.05, JPMorgan Global Core Real Assets has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.05, based on 1,487 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan Global Core Real Assets's current Shareholder Yield % of 506.42% is 12404.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on JPMorgan Global Core Real Assets and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan Global Core Real Assets's current Shareholder Yield % is 506.42%, which is 8454% above median its own 10-year median of 5.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Global Core Real Assets stock overvalued right now?
JPMorgan Global Core Real Assets (LSE:JARA) has a current Shareholder Yield % of 506.42%. The current Shareholder Yield % is 506.42%, which is 8454% above median its 10-year median of 5.92 and 12404.2% above the Asset Management industry median of 4.05. JPMorgan Global Core Real Assets' overall GF Score™ is 41/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For JPMorgan Global Core Real Assets (LSE:JARA), the current Shareholder Yield % is 506.42% as of Aug. 2025. 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.

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.
41GF Score

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