JPMorgan Claverhouse Investment Trust (LSE:JCH) Scaled Net Operating Assets : 0.95 (As of Dec. 2023)

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What is JPMorgan Claverhouse Investment Trust Scaled Net Operating Assets?

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

JPMorgan Claverhouse Investment Trust's operating assets for the quarter that ended in Dec. 2023 was £440.67 Mil. JPMorgan Claverhouse Investment Trust's operating liabilities for the quarter that ended in Dec. 2023 was £1.17 Mil. JPMorgan Claverhouse Investment Trust's Total Assets for the quarter that ended in Jun. 2023 was £463.53 Mil. Therefore, JPMorgan Claverhouse Investment Trust's scaled net operating assets (SNOA) for the quarter that ended in Dec. 2023 was 0.95.

JPMorgan Claverhouse Investment Trust Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

JPMorgan Claverhouse Investment Trust's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2023 is calculated as

	Scaled Net Operating Assets (SNOA)		(A: Dec. 2023 )
=	(Operating Assets (A: Dec. 2023 )	-	Operating Liabilities (A: Dec. 2023 ))	/	Total Assets (A: Dec. 2022 )
=	(440.668	-	1.167)	/	456.206
=	0.96

where

	Operating Assets		(A: Dec. 2023 )
=	Total Assets	-	Balance Sheet Cash And Cash Equivalents
=	448.964	-	8.296
=	440.668

	Operating Liabilities		(A: Dec. 2023 )
=	Total Liabilities	-	Long-Term Debt & Capital Lease Obligation	-	Short-Term Debt & Capital Lease Obligation
=	41.167	-	40	-	0
=	1.167

JPMorgan Claverhouse Investment Trust's Scaled Net Operating Assets (SNOA) for the quarter that ended in Dec. 2023 is calculated as

	Scaled Net Operating Assets (SNOA)		(Q: Dec. 2023 )
=	(Operating Assets (Q: Dec. 2023 )	-	Operating Liabilities (Q: Dec. 2023 ))	/	Total Assets (Q: Jun. 2023 )
=	(440.668	-	1.167)	/	463.534
=	0.95

where

	Operating Assets		(Q: Dec. 2023 )
=	Total Assets	-	Balance Sheet Cash And Cash Equivalents
=	448.964	-	8.296
=	440.668

	Operating Liabilities		(Q: Dec. 2023 )
=	Total Liabilities	-	Long-Term Debt & Capital Lease Obligation	-	Short-Term Debt & Capital Lease Obligation
=	41.167	-	40	-	0
=	1.167

* 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 (LSE:JCH) Business Description

Industry

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Comparable Companies

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.