JPMorgan European Growth &ome (LSE:JEGI) Total Assets : £538.29 Mil (As of Sep. 2024)

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What is JPMorgan European Growth &ome Total Assets?

JPMorgan European Growth &ome's Total Assets for the quarter that ended in Sep. 2024 was £538.29 Mil.

During the past 12 months, JPMorgan European Growth &ome's average Total Assets Growth Rate was 13.20% per year. During the past 3 years, the average Total Assets Growth Rate was 7.60% per year. During the past 5 years, the average Total Assets Growth Rate was 6.80% per year. During the past 10 years, the average Total Assets Growth Rate was 2.80% per year.

During the past 13 years, JPMorgan European Growth &ome's highest 3-Year average Total Assets Growth Rate was 13.80%. The lowest was -25.30%. And the median was 4.45%.

Total Assets is connected with ROA %. JPMorgan European Growth &ome's annualized ROA % for the quarter that ended in Sep. 2024 was -2.09%. Total Assets is also linked to Revenue through Asset Turnover. JPMorgan European Growth &ome's Asset Turnover for the quarter that ended in Sep. 2024 was -0.00.

JPMorgan European Growth &ome Total Assets Historical Data

The historical data trend for JPMorgan European Growth &ome'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 European Growth &ome Total Assets Chart

JPMorgan European Growth &ome Annual Data

Trend

Mar15

Mar16

Mar17

Mar18

Mar19

Mar20

Mar21

Mar22

Mar23

Mar24

Total Assets

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376.08

464.36

484.90

499.49

554.52

JPMorgan European Growth &ome Semi-Annual Data
	Mar15	Sep15	Mar16	Sep16	Mar17	Sep17	Mar18	Sep18	Mar19	Sep19	Mar20	Sep20	Mar21	Sep21	Mar22	Sep22	Mar23	Sep23	Mar24	Sep24
Total Assets	Get a 7-Day Free Trial															433.46	499.49	488.13	554.52	538.29

JPMorgan European Growth &ome 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 European Growth &ome's Total Assets for the fiscal year that ended in Mar. 2024 is calculated as

Total Assets	=	Total Equity (A: Mar. 2024 )	+	Total Liabilities (A: Mar. 2024 )
	=	510.691	+	43.833
	=	554.52

JPMorgan European Growth &ome's Total Assets for the quarter that ended in Sep. 2024 is calculated as

Total Assets	=	Total Equity (Q: Sep. 2024 )	+	Total Liabilities (Q: Sep. 2024 )
	=	493.44	+	44.849
	=	538.29

JPMorgan European Growth &ome (LSE:JEGI) Total Assets Explanation

Total Assets is connected with ROA %.

JPMorgan European Growth &ome's annualized ROA % for the quarter that ended in Sep. 2024 is

ROA %	=	Net Income (Q: Sep. 2024 )	/	( (Total Assets (Q: Mar. 2024 )	+	Total Assets (Q: Sep. 2024 ))	/ count )
	=	-11.434	/	( (554.524	+	538.289)	/ 2 )
	=	-11.434	/	546.4065
	=	-2.09 %

Note: The Net Income data used here is two times the semi-annual (Sep. 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 European Growth &ome's Asset Turnover for the quarter that ended in Sep. 2024 is

	Asset Turnover
=	Revenue (Q: Sep. 2024 )	/	( (Total Assets (Q: Mar. 2024 )	+	Total Assets (Q: Sep. 2024 ))	/ count )
=	-2.685	/	( (554.524	+	538.289)	/ 2 )
=	-2.685	/	546.4065
=	-0.00

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 European Growth &ome Total Assets Related Terms

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JPMorgan European Growth &ome Business Description

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GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan European Growth & Income PLC (LSE:JEGI) » Definitions » Total Assets

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Address

60 Victoria Embankment, London, GBR, EC4Y 0JP

Website

http://www.jpmeuropeangrowthandincome.com

JPMorgan European Growth & Income PLC is a trust that invests in a region of well governed companies which is managed by experienced fund managers with a successful European stock picking track record aiming to outperform in different economic, market and style environments. Its investment objective is that it aims o provide capital growth and a rising share price over the longer term from Continental European investments by taking carefully controlled risks through an investment method that is clearly communicated to shareholders. Currency exposure is predominantly hedged back towards the benchmark.

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