JII.L
JPMorgan Indian 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 India. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It benchmarks the performance of its portfolios against the MSCI India Index. JPMorgan Indian Investment Trust plc was formed on May 1, 1994 and is domiciled in the United Kingdom.
Industry
Asset Management
IPO Date
1994-05-26
Stock Exchange
LSE
Ticker
JII.L
According to JPMorgan Indian Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 2.09%. This represents a change of -46.24% compared to the average of 3.88% of the last 4 quarters.
The mean historical ROE of JPMorgan Indian Investment Trust plc over the last ten years is 7.45%. The current 2.09% ROE has changed -72.02% with respect to the historical average. Over the past ten years (40 quarters), JII.L's ROE was at its highest in in the March 2007 quarter at 23.29%. The ROE was at its lowest in in the March 2020 quarter at -51.60%.
Average
7.45%
Median
9.23%
Minimum
-20.33%
Maximum
30.10%
Discovering the peaks and valleys of JPMorgan Indian 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 = 3.78%
Maximum Annual ROE = 30.10%
Minimum Annual Increase = -299.30%
Minimum Annual ROE = -20.33%
| Year | ROE | Change |
|---|---|---|
| 2024 | 14.79% | 3.78% |
| 2023 | 0.38% | -93.13% |
| 2022 | 5.55% | -81.57% |
| 2021 | 30.10% | -248.04% |
| 2020 | -20.33% | -299.30% |
| 2019 | 10.20% | -221.24% |
| 2018 | -8.41% | -201.75% |
| 2017 | 8.27% | -61.99% |
| 2016 | 21.75% | 77.59% |
| 2015 | 12.25% | -55.87% |
The current ROE of JPMorgan Indian Investment Trust plc (JII.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
6.90%
5-year avg
6.10%
10-year avg
7.45%
JPMorgan Indian Investment Trust plc’s ROE is less than JPMorgan UK Small Cap Growth & Income Plc (8.79%), greater than Henderson European Focus Trust plc (0%), less than JPMorgan European Investment Trust Income Pool (0%), less than European Assets Trust PLC (6.99%), less than JPMorgan Mid Cap Investment Trust plc (6.55%), less than Henderson International Income Trust plc (9.84%), less than Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (0.16%), less than Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (0.16%), less than Asia Dragon Trust plc (10.05%), greater than Henderson European Trust Plc (0%),
| Company | ROE | Market cap |
|---|---|---|
| 8.79% | N/A | |
| 0% | N/A | |
| 0% | N/A | |
| 6.99% | N/A | |
| 6.55% | N/A | |
| 9.84% | N/A | |
| 0.16% | N/A | |
| 0.16% | N/A | |
| 10.05% | N/A | |
| 0% | N/A |
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