JPMorgan Asia Growth & Income plc

JPMorgan Asia Growth & Income plcverified

JAGI.L

JPMorgan Asian Investment Trust plc is an open ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in the public equity markets of Asia, excluding Japan. The fund spreads its investments across diversified sectors. It invests in growth stocks of companies. The fund benchmarks the performance of its portfolio against the MSCI AC Asia Ex Japan Index. It was formerly known a JPMorgan Fleming Asian Investment Trust plc. JPMorgan Asian Investment Trust plc was formed on January 1, 1997 and is domiciled in the United Kingdom.

Industry

Asset Management - Income

IPO Date

1997-09-12

Stock Exchange

LSE

Ticker

JAGI.L

The ROE as of December 2025 (TTM) for JPMorgan Asia Growth & Income plc (JAGI.L) is 7.40%

According to JPMorgan Asia Growth & Income plc’s latest financial reports and current stock price. The company's current ROE is 7.40%. This represents a change of 474.25% compared to the average of 1.29% of the last 4 quarters.

JPMorgan Asia Growth & Income plc (JAGI.L) Historical ROE (quarterly & annually)

How has JAGI.L ROE performed in the past?

The mean historical ROE of JPMorgan Asia Growth & Income plc over the last ten years is 7.74%. The current 7.40% ROE has changed -4.48% with respect to the historical average. Over the past ten years (40 quarters), JAGI.L's ROE was at its highest in in the March 2007 quarter at 24.35%. The ROE was at its lowest in in the September 2008 quarter at -27.05%.

Quarterly (TTM)
Annual

Average

7.74%

Median

7.95%

Minimum

-19.83%

Maximum

29.23%

JPMorgan Asia Growth & Income plc (JAGI.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan Asia Growth & Income plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 102.94%

Maximum Annual ROE = 29.23%

Minimum Annual Increase = -1092.81%

Minimum Annual ROE = -19.83%

Quarterly (TTM)
Annual
YearROEChange
202412.26%102.94%
20236.04%-130.45%
2022-19.83%-267.62%
202111.83%38.07%
20208.57%16.75%
20197.34%3.58%
20187.09%-60.36%
201717.88%-38.83%
201629.23%-1092.81%
2015-2.94%-161.11%

JPMorgan Asia Growth & Income plc (JAGI.L) Average ROE

How has JAGI.L ROE performed in the past?

The current ROE of JPMorgan Asia Growth & Income plc (JAGI.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-0.51%

5-year avg

3.77%

10-year avg

7.74%

JPMorgan Asia Growth & Income plc (JAGI.L) ROE vs. Peers

How is JAGI.L’s ROE compared to its peers?

JPMorgan Asia Growth & Income plc’s ROE is less than Hansa Investment Company Limited (2.22%), less than JPMorgan China Growth & Income plc (20.04%), less than Lowland Investment Company plc (4.96%), greater than Baillie Gifford Shin Nippon PLC (-7.62%), less than Real Estate Credit Investments Limited (7.13%), greater than Sherborne Investors (Guernsey) C Limited (-25.87%), less than Fidelity Asian Values PLC (8.44%), less than Invesco Bond Income Plus Limited (7.49%), less than Brooks Macdonald Group plc (6.85%),

Build a custom stock screener for JPMorgan Asia Growth & Income plc (JAGI.L) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like JPMorgan Asia Growth & Income plc using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

JPMorgan Asia Growth & Income plc (JAGI.L) and other stocks custom spreadsheet templates

The easiest way to analyze a company like JPMorgan Asia Growth & Income plc or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is JPMorgan Asia Growth & Income plc's ROE?

How is the ROE calculated for JPMorgan Asia Growth & Income plc (JAGI.L)?

What is the highest ROE for JPMorgan Asia Growth & Income plc (JAGI.L)?

What is the 3-year average ROE for JPMorgan Asia Growth & Income plc (JAGI.L)?

What is the 5-year average ROE for JPMorgan Asia Growth & Income plc (JAGI.L)?

How does the current ROE for JPMorgan Asia Growth & Income plc (JAGI.L) compare to its historical average?