Baillie Gifford US Growth Trust PLC (USA) — 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 net asset quality index of Baillie Gifford US Growth Trust PLC to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Baillie Gifford US Growth Trust PLC Strategic Asset Allocation Index (2019–2025)
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. For live market cap and overall valuation, see Baillie Gifford US Growth Trust PLC market cap and net worth.
Annual Strategic Asset Allocation Index for Baillie Gifford US Growth Trust PLC (2019–2025)
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. See Baillie Gifford US Growth Trust PLC (USA) net assets for net asset value and shareholders' equity analysis.
| 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 | — |