Baillie Gifford US Growth Trust PLC Strategic Asset Allocation Index
Baillie Gifford US Growth Trust PLC strategic asset allocation index. Baillie Gifford US Growth Trust PLC (USA) has a Strategic Asset Allocation Index of 103.5% as of November 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX863.72 Million) total GBX863.72 Million, measured against net assets of GBX834.72 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Baillie Gifford US Growth Trust PLC (USA) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Baillie Gifford US Growth Trust PLC (2019–2025)
Strategic asset allocation index of Baillie Gifford US Growth Trust PLC from 2019 to 2025. This chart shows how Baillie Gifford US Growth Trust PLC's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of November 2025, the index stands at 103.5%, representing strategic assets of GBX863.72 Million against net assets of GBX834.72 Million GBX. Check tangible equity quality of Baillie Gifford US Growth Trust PLC to evaluate the tangible quality of the company's equity base.
Baillie Gifford US Growth Trust PLC Strategic Asset Allocation Index by Year (2019–2025)
Baillie Gifford US Growth Trust PLC strategic asset allocation index by year from 2019 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Baillie Gifford US Growth Trust PLC from 2019 to 2025, covering 7 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 Baillie Gifford US Growth Trust PLC worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 103.9% | GBX772.75 Million | GBX- | GBX772.75 Million | GBX743.79 Million | ▼ -1.4 pp |
| 2024 | 105.3% | GBX678.23 Million | GBX- | GBX678.23 Million | GBX643.93 Million | ▼ -1.2 pp |
| 2023 | 106.6% | GBX605.91 Million | GBX- | GBX605.91 Million | GBX568.60 Million | ▲ +0.2 pp |
| 2022 | 106.4% | GBX621.59 Million | GBX- | GBX621.59 Million | GBX584.19 Million | ▲ +5.6 pp |
| 2021 | 100.8% | GBX916.25 Million | GBX- | GBX916.25 Million | GBX908.88 Million | ▲ +1.2 pp |
| 2020 | 99.6% | GBX474.14 Million | GBX- | GBX474.14 Million | GBX476.20 Million | ▼ -2.7 pp |
| 2019 | 102.2% | GBX296.43 Million | GBX- | GBX296.43 Million | GBX289.93 Million | — |