Baillie Gifford Shin Nippon PLC Strategic Asset Allocation Index

Latest as of July 2026: 113.0%

Baillie Gifford Shin Nippon PLC strategic asset allocation index. Baillie Gifford Shin Nippon PLC (BGS) has a Strategic Asset Allocation Index of 113.0% as of July 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX394.81 Million) total GBX394.81 Million, measured against net assets of GBX349.27 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Baillie Gifford Shin Nippon PLC's balance sheet to measure how much of total assets are equity-financed.

SAAI

113.0%
Strategic Assets / Net Assets

Strategic Assets

GBX394.81 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX349.27 Million
GBX

Strategic Asset Allocation Index of Baillie Gifford Shin Nippon PLC (2015–2026)

Strategic asset allocation index of Baillie Gifford Shin Nippon PLC from 2015 to 2026. This chart shows how Baillie Gifford Shin Nippon PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of July 2026, the index stands at 113.0%, representing strategic assets of GBX394.81 Million against net assets of GBX349.27 Million GBX. Check tangible net worth ratio of Baillie Gifford Shin Nippon PLC to evaluate the tangible quality of the company's equity base.

Baillie Gifford Shin Nippon PLC Strategic Asset Allocation Index by Year (2015–2026)

Baillie Gifford Shin Nippon PLC strategic asset allocation index by year from 2015 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Baillie Gifford Shin Nippon PLC from 2015 to 2026, covering 12 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 live market cap and overall valuation, see market cap of Baillie Gifford Shin Nippon PLC.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2026 114.7% GBX411.60 Million GBX- GBX411.60 Million GBX358.82 Million ▼ -1.6 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 —
pp = percentage points