Finsbury Growth & Income Trust (FGT) — Strategic Asset Allocation Index
Finsbury Growth & Income Trust (FGT) has a Strategic Asset Allocation Index of 102.8% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX879.95 Million) total GBX879.95 Million, measured against net assets of GBX856.31 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Finsbury Growth & Income Trust to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Finsbury Growth & Income Trust Strategic Asset Allocation Index (2014–2025)
This chart shows how Finsbury Growth & Income Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of March 2026, the index stands at 102.8%, representing strategic assets of GBX879.95 Million against net assets of GBX856.31 Million GBX. For live market cap and overall valuation, see Finsbury Growth & Income Trust market capitalisation.
Annual Strategic Asset Allocation Index for Finsbury Growth & Income Trust (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Finsbury Growth & Income Trust from 2014 to 2025, 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 what is Finsbury Growth & Income Trust's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 101.9% | GBX1.25 Billion | GBX- | GBX1.25 Billion | GBX1.23 Billion | ▲ +1.2 pp |
| 2024 | 100.7% | GBX1.59 Billion | GBX- | GBX1.59 Billion | GBX1.58 Billion | ▼ -0.1 pp |
| 2023 | 100.8% | GBX1.84 Billion | GBX- | GBX1.84 Billion | GBX1.82 Billion | ▼ -0.4 pp |
| 2022 | 101.2% | GBX1.85 Billion | GBX- | GBX1.85 Billion | GBX1.83 Billion | ▲ +0.9 pp |
| 2021 | 100.3% | GBX2.07 Billion | GBX- | GBX2.07 Billion | GBX2.06 Billion | ▼ -0.2 pp |
| 2020 | 100.5% | GBX1.85 Billion | GBX- | GBX1.85 Billion | GBX1.84 Billion | ▲ +0.3 pp |
| 2019 | 100.2% | GBX1.89 Billion | GBX- | GBX1.89 Billion | GBX1.88 Billion | ▼ -1.2 pp |
| 2018 | 101.4% | GBX1.43 Billion | GBX- | GBX1.43 Billion | GBX1.41 Billion | ▼ -0.5 pp |
| 2017 | 101.9% | GBX1.19 Billion | GBX- | GBX1.19 Billion | GBX1.16 Billion | ▼ -0.3 pp |
| 2016 | 102.2% | GBX956.59 Million | GBX- | GBX956.59 Million | GBX936.02 Million | ▼ -0.7 pp |
| 2015 | 102.9% | GBX692.95 Million | GBX- | GBX692.95 Million | GBX673.69 Million | ▼ -1.2 pp |
| 2014 | 104.0% | GBX514.80 Million | GBX- | GBX514.80 Million | GBX494.93 Million | — |