Capital Gearing Trust Strategic Asset Allocation Index

Latest as of March 2026: 99.0%

Capital Gearing Trust 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 how leveraged is Capital Gearing Trust's balance sheet to measure how much of total assets are equity-financed.

SAAI

99.0%
Strategic Assets / Net Assets

Strategic Assets

GBX793.25 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX801.31 Million
GBX

Strategic Asset Allocation Index of Capital Gearing Trust (2017–2026)

Strategic asset allocation index of Capital Gearing Trust from 2017 to 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. Check how tangible is Capital Gearing Trust's equity to evaluate the tangible quality of the company's equity base.

Capital Gearing Trust Strategic Asset Allocation Index by Year (2017–2026)

Capital Gearing Trust strategic asset allocation index by year from 2017 to 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. For live market cap and overall valuation, see Capital Gearing Trust stock valuation.

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 —
pp = percentage points