The Income & Growth VCT (IGV) — Strategic Asset Allocation Index
The Income & Growth VCT (IGV) has a Strategic Asset Allocation Index of 98.8% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX194.21 Million) total GBX194.21 Million, measured against net assets of GBX196.58 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See The Income & Growth VCT (IGV) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Income & Growth VCT Strategic Asset Allocation Index (2015–2025)
This chart shows how The Income & Growth VCT's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 98.8%, representing strategic assets of GBX194.21 Million against net assets of GBX196.58 Million GBX. For live market cap and overall valuation, see The Income & Growth VCT market capitalisation.
Annual Strategic Asset Allocation Index for The Income & Growth VCT (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Income & Growth VCT from 2015 to 2025, covering 11 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 The Income & Growth VCT (IGV) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.3% | GBX215.75 Million | GBX- | GBX215.75 Million | GBX215.16 Million | ▲ +0.8 pp |
| 2024 | 99.5% | GBX187.76 Million | GBX- | GBX187.76 Million | GBX188.70 Million | ▼ -0.2 pp |
| 2023 | 99.7% | GBX122.45 Million | GBX- | GBX122.45 Million | GBX122.78 Million | ▲ +1.4 pp |
| 2022 | 98.4% | GBX106.65 Million | GBX- | GBX106.65 Million | GBX108.42 Million | ▲ +1.5 pp |
| 2021 | 96.9% | GBX115.34 Million | GBX- | GBX115.34 Million | GBX119.09 Million | ▲ +2.8 pp |
| 2020 | 94.0% | GBX78.16 Million | GBX- | GBX78.16 Million | GBX83.13 Million | ▼ -0.2 pp |
| 2019 | 94.3% | GBX77.04 Million | GBX- | GBX77.04 Million | GBX81.73 Million | ▼ -3.9 pp |
| 2018 | 98.1% | GBX81.02 Million | GBX- | GBX81.02 Million | GBX82.58 Million | ▲ +4.2 pp |
| 2017 | 93.9% | GBX60.44 Million | GBX- | GBX60.44 Million | GBX64.35 Million | ▼ -4.5 pp |
| 2016 | 98.4% | GBX69.70 Million | GBX- | GBX69.70 Million | GBX70.84 Million | ▲ +18.1 pp |
| 2015 | 80.3% | GBX60.42 Million | GBX- | GBX60.42 Million | GBX75.20 Million | — |