Jupiter Dividend & Growth Trust (LSE:JDTZ.PFD) Total Assets : £58.73 Mil (As of Jun. 2017)

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What is Jupiter Dividend & Growth Trust Total Assets?

Jupiter Dividend & Growth Trust's Total Assets for the quarter that ended in Jun. 2017 was £58.73 Mil.

During the past 12 months, Jupiter Dividend & Growth Trust's average Total Assets Growth Rate was 15.70% per year. During the past 3 years, the average Total Assets Growth Rate was 5.20% per year. During the past 5 years, the average Total Assets Growth Rate was 11.20% per year. During the past 10 years, the average Total Assets Growth Rate was -6.50% per year.

During the past 13 years, Jupiter Dividend & Growth Trust's highest 3-Year average Total Assets Growth Rate was 13.50%. The lowest was -33.10%. And the median was -11.50%.

Total Assets is connected with ROA %. Jupiter Dividend & Growth Trust's annualized ROA % for the quarter that ended in Jun. 2017 was 2.89%. Total Assets is also linked to Revenue through Asset Turnover. Jupiter Dividend & Growth Trust's Asset Turnover for the quarter that ended in Jun. 2017 was 0.07.

Jupiter Dividend & Growth Trust Total Assets Historical Data

The historical data trend for Jupiter Dividend & Growth 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.

* Premium members only.

Jupiter Dividend & Growth Trust Total Assets Chart

Jupiter Dividend & Growth Trust Annual Data

Trend

Dec07

Dec08

Dec09

Dec10

Dec11

Dec12

Dec13

Dec14

Dec15

Dec16

Total Assets

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38.52

49.59

50.82

54.46

56.38

Jupiter Dividend & Growth Trust Semi-Annual Data
	Dec07	Jun08	Dec08	Jun09	Dec09	Jun10	Dec10	Jun11	Dec11	Jun12	Dec12	Jun13	Dec13	Jun14	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17
Total Assets	Get a 7-Day Free Trial															53.30	54.46	52.20	56.38	58.73

Jupiter Dividend & Growth 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.

Jupiter Dividend & Growth Trust's Total Assets for the fiscal year that ended in Dec. 2016 is calculated as

Total Assets	=	Total Equity (A: Dec. 2016 )	+	Total Liabilities (A: Dec. 2016 )
	=	0.688	+	55.687
	=	56.38

Jupiter Dividend & Growth Trust's Total Assets for the quarter that ended in Jun. 2017 is calculated as

Total Assets	=	Total Equity (Q: Jun. 2017 )	+	Total Liabilities (Q: Jun. 2017 )
	=	0.327	+	58.402
	=	58.73

Jupiter Dividend & Growth Trust (LSE:JDTZ.PFD) Total Assets Explanation

Total Assets is connected with ROA %.

Jupiter Dividend & Growth Trust's annualized ROA % for the quarter that ended in Jun. 2017 is

ROA %	=	Net Income (Q: Jun. 2017 )	/	( (Total Assets (Q: Dec. 2016 )	+	Total Assets (Q: Jun. 2017 ))	/ count )
	=	1.662	/	( (56.375	+	58.729)	/ 2 )
	=	1.662	/	57.552
	=	2.89 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2017) 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.

Jupiter Dividend & Growth Trust's Asset Turnover for the quarter that ended in Jun. 2017 is

	Asset Turnover
=	Revenue (Q: Jun. 2017 )	/	( (Total Assets (Q: Dec. 2016 )	+	Total Assets (Q: Jun. 2017 ))	/ count )
=	4.266	/	( (56.375	+	58.729)	/ 2 )
=	4.266	/	57.552
=	0.07

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.

Jupiter Dividend & Growth Trust Total Assets Related Terms

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Jupiter Dividend & Growth Trust Business Description

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Address

Website

http://www.jupiteram.com

Jupiter Dividend & Growth Trust PLC operates as an investment trust. The company's investment objective is to provide Ordinary Income and Common shareholders with a high and rising income together with the possibility of capital appreciation and to provide Zero Dividend Preference and Common shareholders with a predetermined level of capital growth. The Company's investment policy is to invest in a portfolio of UK listed equities, UK equity-related securities such as convertible securities, preference shares, convertible unsecured loan stock, warrants and other similar securities and UK fixed interest securities.

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