JPEI.L
JPMorgan Elect plc - Managed Income 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 United Kingdom. The fund seeks to invest in the stocks of companies operating across diversified sectors. It benchmarks the performance of 85% of its portfolio against FTSE 350 High Yield Index and 15% against Merrill Lynch Sterling Corporate Bond Index. The fund was formerly known as JPMorgan Fleming Elect plc - Managed Income. JPMorgan Elect plc- Managed Income was formed in 2000 and is domiciled in United Kingdom.
Industry
Asset Management - Income
IPO Date
2004-01-15
Stock Exchange
LSE
Ticker
JPEI.L
According to JPMorgan Elect plc - Managed Income’s latest financial reports and current stock price. The company's current ROE is 27.99%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.
The mean historical ROE of JPMorgan Elect plc - Managed Income over the last ten years is 9.92%. The current 27.99% ROE has changed 182.29% with respect to the historical average. Over the past ten years (40 quarters), JPEI.L's ROE was at its highest in in the February 2007 quarter at 0%. The ROE was at its lowest in in the February 2007 quarter at 0%.
Average
9.92%
Median
9.31%
Minimum
-2.83%
Maximum
25.43%
Discovering the peaks and valleys of JPMorgan Elect plc - Managed Income 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 = 279.77%
Maximum Annual ROE = 25.43%
Minimum Annual Increase = -997.02%
Minimum Annual ROE = -2.83%
| Year | ROE | Change |
|---|---|---|
| 2021 | 25.43% | -997.02% |
| 2020 | -2.83% | 98.46% |
| 2019 | -1.43% | -114.82% |
| 2018 | 9.64% | -38.21% |
| 2017 | 15.60% | 73.68% |
| 2016 | 8.98% | 34.85% |
| 2015 | 6.66% | -34.68% |
| 2014 | 10.20% | -52.16% |
| 2013 | 21.31% | 279.77% |
| 2012 | 5.61% | -40.33% |
The current ROE of JPMorgan Elect plc - Managed Income (JPEI.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
7.05%
5-year avg
9.28%
10-year avg
9.92%
JPMorgan Elect plc - Managed Income’s ROE is less than Henderson EuroTrust plc (15.20%), less than Invesco Bond Income Plus Limited (6.34%), less than Third Point Investors Limited (21.15%), greater than Boussard & Gavaudan Holding Limited (-0.78%), less than Blackstone Loan Financing Limited (19.06%), less than Aberforth Split Level Income ZDP 2024 (11.80%), less than Numis Corporation Plc (7.37%), less than Mattioli Woods plc (3.33%), greater than Curtis Banks Group PLC (-8.89%), greater than VH Global Sustainable Energy Opportunities plc (-8.83%),
| Company | ROE | Market cap |
|---|---|---|
| 15.20% | N/A | |
| 6.34% | N/A | |
| 21.15% | N/A | |
| -0.78% | N/A | |
| 19.06% | N/A | |
| 11.80% | N/A | |
| 7.37% | N/A | |
| 3.33% | N/A | |
| -8.89% | N/A | |
| -8.83% | N/A |
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