Baillie Gifford UK Growth Fund PLC (BGUK) — Strategic Asset Allocation Index
Baillie Gifford UK Growth Fund PLC (BGUK) has a Strategic Asset Allocation Index of 108.6% as of April 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX266.76 Million) total GBX266.76 Million, measured against net assets of GBX245.59 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Baillie Gifford UK Growth Fund PLC's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Baillie Gifford UK Growth Fund PLC Strategic Asset Allocation Index (2015–2026)
This chart shows how Baillie Gifford UK Growth Fund PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of April 2026, the index stands at 108.6%, representing strategic assets of GBX266.76 Million against net assets of GBX245.59 Million GBX. For live market cap and overall valuation, see market cap of Baillie Gifford UK Growth Fund PLC.
Annual Strategic Asset Allocation Index for Baillie Gifford UK Growth Fund PLC (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Baillie Gifford UK Growth Fund 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 BGUK 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 | 108.6% | GBX266.76 Million | GBX- | GBX266.76 Million | GBX245.59 Million | ▼ -0.2 pp |
| 2025 | 108.8% | GBX282.96 Million | GBX- | GBX282.96 Million | GBX260.09 Million | ▲ +4.0 pp |
| 2024 | 104.7% | GBX296.59 Million | GBX- | GBX296.59 Million | GBX283.15 Million | ▲ +2.0 pp |
| 2023 | 102.8% | GBX302.54 Million | GBX- | GBX302.54 Million | GBX294.42 Million | ▲ +1.6 pp |
| 2022 | 101.2% | GBX306.58 Million | GBX- | GBX306.58 Million | GBX302.93 Million | ▲ +1.3 pp |
| 2021 | 99.9% | GBX362.77 Million | GBX- | GBX362.77 Million | GBX363.05 Million | ▲ +1.4 pp |
| 2020 | 98.5% | GBX259.79 Million | GBX- | GBX259.79 Million | GBX263.66 Million | ▲ +0.3 pp |
| 2019 | 98.2% | GBX300.21 Million | GBX- | GBX300.21 Million | GBX305.74 Million | ▼ -3.9 pp |
| 2018 | 102.1% | GBX318.88 Million | GBX- | GBX318.88 Million | GBX312.25 Million | ▲ +3.5 pp |
| 2017 | 98.6% | GBX300.20 Million | GBX- | GBX300.20 Million | GBX304.37 Million | ▲ +1.2 pp |
| 2016 | 97.4% | GBX267.83 Million | GBX- | GBX267.83 Million | GBX274.88 Million | ▲ +1.5 pp |
| 2015 | 95.9% | GBX286.58 Million | GBX- | GBX286.58 Million | GBX298.84 Million | — |