Baillie Gifford Shin Nippon PLC (BGS) — Strategic Asset Allocation Index
Baillie Gifford Shin Nippon PLC (BGS) has a Strategic Asset Allocation Index of 115.6% as of July 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX425.10 Million) total GBX425.10 Million, measured against net assets of GBX367.81 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check BGS financial resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Baillie Gifford Shin Nippon PLC Strategic Asset Allocation Index (2015–2025)
This chart shows how Baillie Gifford Shin Nippon PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of July 2025, the index stands at 115.6%, representing strategic assets of GBX425.10 Million against net assets of GBX367.81 Million GBX. See Baillie Gifford Shin Nippon PLC (BGS) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Baillie Gifford Shin Nippon PLC (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Baillie Gifford Shin Nippon PLC from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market cap of Baillie Gifford Shin Nippon PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 116.3% | GBX453.21 Million | GBX- | GBX453.21 Million | GBX389.69 Million | ▼ -1.6 pp |
| 2024 | 117.9% | GBX539.70 Million | GBX- | GBX539.70 Million | GBX457.79 Million | ▲ +3.1 pp |
| 2023 | 114.8% | GBX625.92 Million | GBX- | GBX625.92 Million | GBX545.45 Million | ▲ +4.2 pp |
| 2022 | 110.5% | GBX610.86 Million | GBX- | GBX610.86 Million | GBX552.65 Million | ▲ +3.0 pp |
| 2021 | 107.6% | GBX750.94 Million | GBX- | GBX750.94 Million | GBX698.05 Million | ▼ -2.1 pp |
| 2020 | 109.7% | GBX530.63 Million | GBX- | GBX530.63 Million | GBX483.72 Million | ▼ -0.8 pp |
| 2019 | 110.5% | GBX479.87 Million | GBX- | GBX479.87 Million | GBX434.15 Million | ▼ -0.1 pp |
| 2018 | 110.6% | GBX443.92 Million | GBX- | GBX443.92 Million | GBX401.41 Million | ▲ +3.0 pp |
| 2017 | 107.6% | GBX251.68 Million | GBX- | GBX251.68 Million | GBX233.87 Million | ▼ -1.2 pp |
| 2016 | 108.8% | GBX177.73 Million | GBX- | GBX177.73 Million | GBX163.39 Million | ▼ -0.1 pp |
| 2015 | 108.8% | GBX140.01 Million | GBX- | GBX140.01 Million | GBX128.63 Million | — |