Capital Gearing Trust (CGT) — Strategic Asset Allocation Index
Capital Gearing Trust (CGT) has a Strategic Asset Allocation Index of 99.0% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX793.25 Million) total GBX793.25 Million, measured against net assets of GBX801.31 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CGT equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Capital Gearing Trust Strategic Asset Allocation Index (2017–2026)
This chart shows how Capital Gearing Trust's Strategic Asset Allocation Index has evolved across 10 annual periods from 2017 to 2026. As of March 2026, the index stands at 99.0%, representing strategic assets of GBX793.25 Million against net assets of GBX801.31 Million GBX. For live market cap and overall valuation, see Capital Gearing Trust (CGT) market capitalisation.
Annual Strategic Asset Allocation Index for Capital Gearing Trust (2017–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Capital Gearing Trust from 2017 to 2026, covering 10 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 Capital Gearing Trust (CGT) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 99.0% | GBX793.25 Million | GBX- | GBX793.25 Million | GBX801.31 Million | ▲ +1.4 pp |
| 2025 | 97.5% | GBX863.34 Million | GBX- | GBX863.34 Million | GBX885.02 Million | ▼ -1.8 pp |
| 2024 | 99.4% | GBX1.05 Billion | GBX- | GBX1.05 Billion | GBX1.06 Billion | ▲ +0.0 pp |
| 2023 | 99.4% | GBX1.25 Billion | GBX- | GBX1.25 Billion | GBX1.26 Billion | ▲ +4.9 pp |
| 2022 | 94.5% | GBX991.89 Million | GBX- | GBX991.89 Million | GBX1.05 Billion | ▲ +0.8 pp |
| 2021 | 93.7% | GBX594.23 Million | GBX- | GBX594.23 Million | GBX634.05 Million | ▼ -0.9 pp |
| 2020 | 94.6% | GBX444.85 Million | GBX- | GBX444.85 Million | GBX470.06 Million | ▼ -2.9 pp |
| 2019 | 97.5% | GBX313.87 Million | GBX- | GBX313.87 Million | GBX321.93 Million | ▲ +3.5 pp |
| 2018 | 94.0% | GBX206.40 Million | GBX- | GBX206.40 Million | GBX219.55 Million | ▼ -0.8 pp |
| 2017 | 94.8% | GBX160.64 Million | GBX- | GBX160.64 Million | GBX169.44 Million | — |