JCH.L
JPMorgan Claverhouse Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying stocks of large cap companies. It benchmarks the performance of its portfolio against the FTSE All-Share Index. JPMorgan Claverhouse Investment Trust plc was formed on April 24, 1963 and is domiciled in the United Kingdom.
Industry
Asset Management
IPO Date
2005-07-08
Stock Exchange
LSE
Ticker
JCH.L
According to JPMorgan Claverhouse Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 12.50%. This represents a change of 90.87% compared to the average of 6.55% of the last 4 quarters.
The mean historical ROE of JPMorgan Claverhouse Investment Trust plc over the last ten years is 4.75%. The current 12.50% ROE has changed 162.80% with respect to the historical average. Over the past ten years (40 quarters), JCH.L's ROE was at its highest in in the June 2020 quarter at 16.39%. The ROE was at its lowest in in the December 2008 quarter at -23.85%.
Average
4.75%
Median
7.53%
Minimum
-15.31%
Maximum
20.51%
Discovering the peaks and valleys of JPMorgan Claverhouse Investment Trust 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 = 191.39%
Maximum Annual ROE = 20.51%
Minimum Annual Increase = -247.55%
Minimum Annual ROE = -15.31%
| Year | ROE | Change |
|---|---|---|
| 2024 | 8.15% | 17.80% |
| 2023 | 6.92% | -181.62% |
| 2022 | -8.48% | -147.63% |
| 2021 | 17.80% | -247.55% |
| 2020 | -12.06% | -158.81% |
| 2019 | 20.51% | -233.94% |
| 2018 | -15.31% | -208.51% |
| 2017 | 14.11% | 40.29% |
| 2016 | 10.06% | 71.83% |
| 2015 | 5.85% | 191.39% |
The current ROE of JPMorgan Claverhouse Investment Trust plc (JCH.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
2.20%
5-year avg
2.47%
10-year avg
4.75%
JPMorgan Claverhouse Investment Trust plc’s ROE is less than JPMorgan Global Emerging Markets Income Trust plc (13.53%), greater than BlackRock Throgmorton Trust plc (-5.42%), less than North Atlantic Smaller Companies Investment Trust PLC (5.78%), greater than Utilico Emerging Markets Trust PLC (-3.40%), less than JPMorgan European Discovery Trust plc (1.09%), less than Octopus Apollo VCT plc (5.23%), less than Pacific Assets Trust plc (8.84%), greater than Polar Capital Global Healthcare Trust plc (-12.30%), less than European Opportunities Trust plc (1.21%), less than The North American Income Trust plc (19.66%),
| Company | ROE | Market cap |
|---|---|---|
| 13.53% | N/A | |
| -5.42% | N/A | |
| 5.78% | N/A | |
| -3.40% | N/A | |
| 1.09% | N/A | |
| 5.23% | N/A | |
| 8.84% | N/A | |
| -12.30% | N/A | |
| 1.21% | N/A | |
| 19.66% | N/A |
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