Caledonia Investments PLC
A global trust investing in public/private companies & funds for long-term capital growth.
CLDN | IL
Overview
Corporate Details
- ISIN(s):
- GB0001639920
- LEI:
- 2138002FX1MYCA5ZZH32
- Country:
- United Kingdom
- Address:
- CAYZER HOUSE, SW1E 6NN LONDON
- Website:
- https://www.caledonia.com/
- Sector:
- Financial and insurance activities
- Industry:
- Activities of trusts, funds and similar financial entities
Description
Caledonia Investments PLC is a self-managed investment trust company focused on generating long-term capital growth and a progressive dividend stream for its shareholders. The company employs a long-term, 'buy-to-hold' investment philosophy, managing a globally diversified portfolio across three distinct pools: Public Companies, Private Capital, and Funds. This strategy involves taking significant stakes in high-quality listed equities and private companies that demonstrate strong market positions and fundamentals, alongside selective investments in third-party private equity funds. The objective is to achieve compounding real returns that outperform inflation by 3-6% and the FTSE All-Share index over the long term, creating a well-balanced portfolio with global reach.
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Filings
| Date | Filing | Language | Size | Actions | |
|---|---|---|---|---|---|
| 2025-10-07 08:00 |
Regulatory News Service
Net Asset Value(s)
|
English | 11.4 KB | ||
| 2025-10-01 08:00 |
Declaration of Voting Results & Voting Rights Announcements
Total Voting Rights
|
English | 6.0 KB | ||
| 2025-09-29 15:55 |
Director's Dealing
Director/PDMR Shareholding
|
English | 39.1 KB | ||
| 2025-09-19 17:34 |
Director's Dealing
Director/PDMR Shareholding
|
English | 49.7 KB | ||
| 2025-09-18 16:23 |
Fund Information / Factsheet
Update from QuotedData
|
English | 10.0 KB | ||
| 2025-09-04 10:31 |
Net Asset Value
Net Asset Value(s)
|
English | 8.1 KB | ||
| 2025-09-03 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.4 KB | ||
| 2025-09-02 10:31 |
M&A Activity
Agreement to sell interest in Stonehage Fleming
|
English | 20.8 KB | ||
| 2025-09-02 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.4 KB | ||
| 2025-08-28 18:01 |
Director's Dealing
Director/PDMR Shareholding
|
English | 38.9 KB | ||
| 2025-08-13 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.2 KB | ||
| 2025-08-12 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.2 KB | ||
| 2025-08-11 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.2 KB | ||
| 2025-08-08 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.2 KB | ||
| 2025-08-07 08:00 |
Transaction in Own Shares
Transaction in Own Shares
|
English | 8.2 KB |
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Market Data
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Financials & KPIs
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Insider Transactions
| Date | Insider Name | Position | Type | Shares | Value |
|---|---|---|---|---|---|
| No insider transactions recorded for this company. | |||||
