JPMorgan Claverhouse Investment Trust (LSE:JCH) Debt-to-Equity : 0.10 (As of Dec. 2023)

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What is JPMorgan Claverhouse Investment Trust Debt-to-Equity?

JPMorgan Claverhouse Investment Trust's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2023 was £0.00 Mil. JPMorgan Claverhouse Investment Trust's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2023 was £40.00 Mil. JPMorgan Claverhouse Investment Trust's Total Stockholders Equity for the quarter that ended in Dec. 2023 was £407.80 Mil. JPMorgan Claverhouse Investment Trust's debt to equity for the quarter that ended in Dec. 2023 was 0.10.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for JPMorgan Claverhouse Investment Trust's Debt-to-Equity or its related term are showing as below:

LSE:JCH' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.08 Med: 0.14 Max: 0.23
Current: 0.1

During the past 13 years, the highest Debt-to-Equity Ratio of JPMorgan Claverhouse Investment Trust was 0.23. The lowest was 0.08. And the median was 0.14.

LSE:JCH's Debt-to-Equity is ranked better than
68.5% of 1016 companies
in the Asset Management industry
Industry Median: 0.195 vs LSE:JCH: 0.10

JPMorgan Claverhouse Investment Trust Debt-to-Equity Historical Data

The historical data trend for JPMorgan Claverhouse Investment Trust's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

JPMorgan Claverhouse Investment Trust Debt-to-Equity Chart

JPMorgan Claverhouse Investment Trust Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Debt-to-Equity

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0.13

0.20

0.22

0.10

JPMorgan Claverhouse Investment Trust Semi-Annual Data
	Jun14	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23
Debt-to-Equity	Get a 7-Day Free Trial															0.22	-	0.10	-	0.10

Competitive Comparison of JPMorgan Claverhouse Investment Trust's Debt-to-Equity

For the Asset Management subindustry, JPMorgan Claverhouse Investment Trust's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

JPMorgan Claverhouse Investment Trust's Debt-to-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's Debt-to-Equity falls into.

JPMorgan Claverhouse Investment Trust Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

JPMorgan Claverhouse Investment Trust's Debt to Equity Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	40)	/	407.797
	=	0.10

JPMorgan Claverhouse Investment Trust's Debt to Equity Ratio for the quarter that ended in Dec. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	40)	/	407.797
	=	0.10

JPMorgan Claverhouse Investment Trust (LSE:JCH) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.

Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.

JPMorgan Claverhouse Investment Trust Debt-to-Equity Related Terms

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JPMorgan Claverhouse Investment Trust (LSE:JCH) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan Claverhouse Investment Trust PLC (LSE:JCH) » Definitions » Debt-to-Equity

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Traded in Other Exchanges

JCHl:UK

Address

60 Victoria Embankment, London, GBR, EC4Y 0JP

Website

https://www.jpmclaverhouse.co.uk

JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.

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