Finsbury Growth & Income Trust Strategic Asset Allocation Index

Latest as of March 2026: 102.8%

Finsbury Growth & Income Trust 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 Finsbury Growth & Income Trust net asset quality index to measure how much of total assets are equity-financed.

SAAI

102.8%
Strategic Assets / Net Assets

Strategic Assets

GBX879.95 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX856.31 Million
GBX

Strategic Asset Allocation Index of Finsbury Growth & Income Trust (2014–2025)

Strategic asset allocation index of Finsbury Growth & Income Trust from 2014 to 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. Check FGT tangible net worth ratio to evaluate the tangible quality of the company's equity base.

Finsbury Growth & Income Trust Strategic Asset Allocation Index by Year (2014–2025)

Finsbury Growth & Income Trust strategic asset allocation index by year from 2014 to 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. For live market cap and overall valuation, see how much is Finsbury Growth & Income Trust worth.

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 —
pp = percentage points