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
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.
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%.
Average
11.04%
Median
8.42%
Minimum
-3.82%
Maximum
23.76%
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%
| Year | ROE | Change |
|---|---|---|
| 2024 | 20.18% | 126.06% |
| 2023 | 8.93% | -333.81% |
| 2022 | -3.82% | -116.07% |
| 2021 | 23.76% | 326.98% |
| 2020 | 5.56% | -29.68% |
| 2019 | 7.91% | 5.70% |
| 2018 | 7.49% | -67.33% |
| 2017 | 22.92% | 237.44% |
| 2016 | 6.79% | -36.66% |
| 2015 | 10.72% | -12.36% |
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’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%),
| Company | ROE | Market cap |
|---|---|---|
| 9.49% | N/A | |
| 18.13% | N/A | |
| 7.15% | N/A | |
| 6.43% | N/A | |
| 5.96% | N/A | |
| 28.56% | N/A | |
| 1.48% | N/A | |
| 11.73% | N/A | |
| 4.93% | N/A | |
| 3.03% | N/A |
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