JPMorgan Claverhouse Investment Trust (LSE:JCH) Total Assets : £477.81 Mil (As of Jun. 2024)

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What is JPMorgan Claverhouse Investment Trust Total Assets?

JPMorgan Claverhouse Investment Trust's Total Assets for the quarter that ended in Jun. 2024 was £477.81 Mil.

During the past 12 months, JPMorgan Claverhouse Investment Trust's average Total Assets Growth Rate was 4.00% per year. During the past 3 years, the average Total Assets Growth Rate was -0.50% per year. During the past 5 years, the average Total Assets Growth Rate was 1.90% per year. During the past 10 years, the average Total Assets Growth Rate was 1.40% per year.

During the past 13 years, JPMorgan Claverhouse Investment Trust's highest 3-Year average Total Assets Growth Rate was 15.50%. The lowest was -12.60%. And the median was 3.60%.

Total Assets is connected with ROA %. JPMorgan Claverhouse Investment Trust's annualized ROA % for the quarter that ended in Jun. 2024 was 15.04%. Total Assets is also linked to Revenue through Asset Turnover. JPMorgan Claverhouse Investment Trust's Asset Turnover for the quarter that ended in Jun. 2024 was 0.08.

JPMorgan Claverhouse Investment Trust Total Assets Historical Data

The historical data trend for JPMorgan Claverhouse Investment Trust's Total Assets 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.

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JPMorgan Claverhouse Investment Trust Total Assets Chart

JPMorgan Claverhouse Investment Trust Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Total Assets

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508.78

473.25

566.44

456.21

448.96

JPMorgan Claverhouse Investment Trust Semi-Annual Data
	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24
Total Assets	Get a 7-Day Free Trial															460.15	456.21	463.53	448.96	477.81

JPMorgan Claverhouse Investment Trust Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

JPMorgan Claverhouse Investment Trust's Total Assets for the fiscal year that ended in Dec. 2023 is calculated as

Total Assets	=	Total Equity (A: Dec. 2023 )	+	Total Liabilities (A: Dec. 2023 )
	=	407.797	+	41.167
	=	448.96

JPMorgan Claverhouse Investment Trust's Total Assets for the quarter that ended in Jun. 2024 is calculated as

Total Assets	=	Total Equity (Q: Jun. 2024 )	+	Total Liabilities (Q: Jun. 2024 )
	=	427.196	+	50.618
	=	477.81

JPMorgan Claverhouse Investment Trust (LSE:JCH) Total Assets Explanation

Total Assets is connected with ROA %.

JPMorgan Claverhouse Investment Trust's annualized ROA % for the quarter that ended in Jun. 2024 is

ROA %	=	Net Income (Q: Jun. 2024 )	/	( (Total Assets (Q: Dec. 2023 )	+	Total Assets (Q: Jun. 2024 ))	/ count )
	=	69.712	/	( (448.964	+	477.814)	/ 2 )
	=	69.712	/	463.389
	=	15.04 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2024) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

JPMorgan Claverhouse Investment Trust's Asset Turnover for the quarter that ended in Jun. 2024 is

	Asset Turnover
=	Revenue (Q: Jun. 2024 )	/	( (Total Assets (Q: Dec. 2023 )	+	Total Assets (Q: Jun. 2024 ))	/ count )
=	35.254	/	( (448.964	+	477.814)	/ 2 )
=	35.254	/	463.389
=	0.08

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

JPMorgan Claverhouse Investment Trust Total Assets Related Terms

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JPMorgan Claverhouse Investment Trust Business Description

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GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan Claverhouse Investment Trust PLC (LSE:JCH) » Definitions » Total Assets

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JCHl:UK

Address

60 Victoria Embankment, London, GBR, EC4Y 0JP

Website

https://www.jpmclaverhouse.co.uk

JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.

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