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JPMorgan Claverhouse Investment Trust (LSE:JCH) ROE % Adjusted to Book Value : 12.64% (As of Dec. 2023)


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What is JPMorgan Claverhouse Investment Trust ROE % Adjusted to Book Value?

JPMorgan Claverhouse Investment Trust's ROE % for the quarter that ended in Dec. 2023 was 12.26%. JPMorgan Claverhouse Investment Trust's PB Ratio for the quarter that ended in Dec. 2023 was 0.97. JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2023 was 12.64%.

JPMorgan Claverhouse Investment Trust ROE % Adjusted to Book Value Historical Data

The historical data trend for JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value 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.

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JPMorgan Claverhouse Investment Trust ROE % Adjusted to Book Value Chart

JPMorgan Claverhouse Investment Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 22.87 -11.62 19.48 -7.92 7.06

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
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 12.94 -27.86 11.54 1.72 12.64

Competitive Comparison of JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value

For the Asset Management subindustry, JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value falls into.


JPMorgan Claverhouse Investment Trust ROE % Adjusted to Book Value Calculation

JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2023 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=6.85% / 0.97
=7.06%

JPMorgan Claverhouse Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2023 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=12.26% / 0.97
=12.64%

* 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.

JPMorgan Claverhouse Investment Trust ROE % Adjusted to Book Value 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 » ROE % Adjusted to Book Value
Comparable Companies
LSE:NAIT LSE:PCGH LSE:POLN LSE:LIO LSE:TPOU LSE:BGS LSE:OAP3 LSE:MWY LSE:AAS LSE:DIG BLK BX KKR OSTO:INVE A TSX:BN APO BK AMP XSWX:PGHN OSTO:EQT
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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