Baillie Gifford UK Growth Fund PLC Strategic Asset Allocation Index
Baillie Gifford UK Growth Fund PLC 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 Baillie Gifford UK Growth Fund PLC (BGUK) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Baillie Gifford UK Growth Fund PLC (2015–2026)
Strategic asset allocation index of Baillie Gifford UK Growth Fund PLC from 2015 to 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. Check Baillie Gifford UK Growth Fund PLC (BGUK) tangible net worth to evaluate the tangible quality of the company's equity base.
Baillie Gifford UK Growth Fund PLC Strategic Asset Allocation Index by Year (2015–2026)
Baillie Gifford UK Growth Fund 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 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. For live market cap and overall valuation, see market cap of Baillie Gifford UK Growth Fund PLC.
| 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 | — |