JPMorgan Global Growth & Income plc

JPMorgan Global Growth & Income plcverified

JGGI.L

JPMorgan Global Growth & Income plc is a closed-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all market capitalizations, with a bias towards large cap companies. It benchmarks the performance of its portfolio against the MSCI All Countries World (NR) Index. The fund was formerly known as JPMorgan Overseas Investment Trust plc. JPMorgan Global Growth & Income plc was formed on December 25, 1887 and is domiciled in the United Kingdom.

Industry

Asset Management - Income

IPO Date

2016-01-08

Stock Exchange

LSE

Ticker

JGGI.L

The ROE as of December 2025 (TTM) for JPMorgan Global Growth & Income plc (JGGI.L) is 15.64%

According to JPMorgan Global Growth & Income plc’s latest financial reports and current stock price. The company's current ROE is 15.64%. This represents a change of 92.07% compared to the average of 8.14% of the last 4 quarters.

JPMorgan Global Growth & Income plc (JGGI.L) Historical ROE (quarterly & annually)

How has JGGI.L ROE performed in the past?

The mean historical ROE of JPMorgan Global Growth & Income plc over the last ten years is 11.04%. The current 15.64% ROE has changed 41.63% with respect to the historical average. Over the past ten years (40 quarters), JGGI.L's ROE was at its highest in in the December 2016 quarter at 18.82%. The ROE was at its lowest in in the June 2022 quarter at -11.73%.

Quarterly (TTM)
Annual

Average

11.04%

Median

8.42%

Minimum

-3.82%

Maximum

23.76%

JPMorgan Global Growth & Income plc (JGGI.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan Global 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 = 326.98%

Maximum Annual ROE = 23.76%

Minimum Annual Increase = -333.81%

Minimum Annual ROE = -3.82%

Quarterly (TTM)
Annual
YearROEChange
202420.18%126.06%
20238.93%-333.81%
2022-3.82%-116.07%
202123.76%326.98%
20205.56%-29.68%
20197.91%5.70%
20187.49%-67.33%
201722.92%237.44%
20166.79%-36.66%
201510.72%-12.36%

JPMorgan Global Growth & Income plc (JGGI.L) Average ROE

How has JGGI.L ROE performed in the past?

The current ROE of JPMorgan Global Growth & Income plc (JGGI.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

8.43%

5-year avg

10.92%

10-year avg

11.04%

JPMorgan Global Growth & Income plc (JGGI.L) ROE vs. Peers

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

JPMorgan Global Growth & Income plc’s ROE is less than 3i Infrastructure plc (9.49%), less than Petershill Partners PLC (18.13%), less than RIT Capital Partners plc (7.15%), less than Abrdn Plc (6.43%), less than Bridgepoint Group plc (5.96%), less than Lion Finance Group PLC (28.56%), less than HICL Infrastructure PLC (1.48%), less than Man Group Limited (11.73%), less than International Public Partnerships Limited (4.93%), less than JPMorgan European Growth & Income plc (3.03%),

Build a custom stock screener for JPMorgan Global Growth & Income plc (JGGI.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 Global 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 Global Growth & Income plc (JGGI.L) and other stocks custom spreadsheet templates

The easiest way to analyze a company like JPMorgan Global 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 Global Growth & Income plc's ROE?

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

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

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

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

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