Capital Gearing Trust (CGT) — Strategic Asset Allocation Index
Capital Gearing Trust (CGT) has a Strategic Asset Allocation Index of 96.7% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX795.10 Million) total GBX795.10 Million, measured against net assets of GBX822.24 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Capital Gearing Trust Strategic Asset Allocation Index (2017–2025)
This chart shows how Capital Gearing Trust's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of September 2025, the index stands at 96.7%, representing strategic assets of GBX795.10 Million against net assets of GBX822.24 Million GBX. Explore Capital Gearing Trust (CGT) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Capital Gearing Trust (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Capital Gearing Trust from 2017 to 2025, covering 9 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 the full company profile including market capitalisation, see market value of Capital Gearing Trust.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |