HG Capital Trust PLC (HGT) — Strategic Asset Allocation Index

Latest as of December 2025: 96.7%

HG Capital Trust PLC (HGT) has a Strategic Asset Allocation Index of 96.7% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX2.49 Billion) total GBX2.49 Billion, measured against net assets of GBX2.57 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

96.7%
Strategic Assets / Net Assets

Strategic Assets

GBX2.49 Billion
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX2.57 Billion
GBX

HG Capital Trust PLC Strategic Asset Allocation Index (2014–2025)

This chart shows how HG Capital Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 96.7%, representing strategic assets of GBX2.49 Billion against net assets of GBX2.57 Billion GBX. Explore HG Capital Trust PLC cash conversion from operations to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for HG Capital Trust PLC (2014–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for HG Capital Trust PLC 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 the full company profile including market capitalisation, see HG Capital Trust PLC stock valuation.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 96.7% GBX2.49 Billion GBX- GBX2.49 Billion GBX2.57 Billion ▼ 0.0 pp
2024 96.8% GBX2.42 Billion GBX- GBX2.42 Billion GBX2.50 Billion ▲ +9.1 pp
2023 87.6% GBX2.01 Billion GBX- GBX2.01 Billion GBX2.29 Billion ▼ -9.2 pp
2022 96.8% GBX2.02 Billion GBX- GBX2.02 Billion GBX2.09 Billion ▼ -0.7 pp
2021 97.5% GBX1.96 Billion GBX- GBX1.96 Billion GBX2.01 Billion ▲ +5.3 pp
2020 92.2% GBX1.19 Billion GBX- GBX1.19 Billion GBX1.29 Billion ▼ -1.4 pp
2019 93.6% GBX972.74 Million GBX- GBX972.74 Million GBX1.04 Billion ▼ -1.2 pp
2018 94.8% GBX762.75 Million GBX- GBX762.75 Million GBX804.99 Million ▲ +5.0 pp
2017 89.8% GBX647.34 Million GBX- GBX647.34 Million GBX721.02 Million ▲ +1.0 pp
2016 88.8% GBX546.55 Million GBX- GBX546.55 Million GBX615.76 Million ▲ +7.9 pp
2015 80.8% GBX428.46 Million GBX- GBX428.46 Million GBX530.02 Million ▲ +5.4 pp
2014 75.5% GBX359.93 Million GBX- GBX359.93 Million GBX476.92 Million
pp = percentage points