The Income & Growth VCT Strategic Asset Allocation Index

Latest as of March 2026: 98.8%

The Income & Growth VCT 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 how leveraged is The Income & Growth VCT's balance sheet to measure how much of total assets are equity-financed.

SAAI

98.8%
Strategic Assets / Net Assets

Strategic Assets

GBX194.21 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX196.58 Million
GBX

Strategic Asset Allocation Index of The Income & Growth VCT (2015–2025)

Strategic asset allocation index of The Income & Growth VCT from 2015 to 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. Check The Income & Growth VCT tangible book value ratio to evaluate the tangible quality of the company's equity base.

The Income & Growth VCT Strategic Asset Allocation Index by Year (2015–2025)

The Income & Growth VCT strategic asset allocation index by year from 2015 to 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. For live market cap and overall valuation, see The Income & Growth VCT (IGV) market capitalisation.

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 —
pp = percentage points