Baillie Gifford Shin Nippon PLC (BGS) — Strategic Asset Allocation Index
Baillie Gifford Shin Nippon PLC (BGS) has a Strategic Asset Allocation Index of 114.7% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX411.60 Million) total GBX411.60 Million, measured against net assets of GBX358.82 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Baillie Gifford Shin Nippon PLC (BGS) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Baillie Gifford Shin Nippon PLC Strategic Asset Allocation Index (2015–2026)
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 January 2026, the index stands at 114.7%, representing strategic assets of GBX411.60 Million against net assets of GBX358.82 Million GBX. For live market cap and overall valuation, see BGS market cap.
Annual Strategic Asset Allocation Index for Baillie Gifford Shin Nippon PLC (2015–2026)
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. See BGS net asset value for net asset value and shareholders' equity analysis.
| 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 | — |