HG Capital Trust PLC Strategic Asset Allocation Index
HG Capital Trust PLC strategic asset allocation index. 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. See HGT net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of HG Capital Trust PLC (2014–2025)
Strategic asset allocation index of HG Capital Trust PLC from 2014 to 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. Check HG Capital Trust PLC tangible equity quality to evaluate the tangible quality of the company's equity base.
HG Capital Trust PLC Strategic Asset Allocation Index by Year (2014–2025)
HG Capital Trust PLC strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see HGT market cap.
| 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 | — |