Caledonia Investments PLC Logo

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
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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Date Filing Language Size Actions
2025-10-31 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-28 17:08
Director's Dealing
Director/PDMR Shareholding
English 39.1 KB
2025-10-23 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-22 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-21 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-20 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-17 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.3 KB
2025-10-16 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-15 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-13 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-10 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-09 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.4 KB
2025-10-07 08:00
Net Asset Value
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

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Insider Transactions

Date Insider Name Position Type Shares Value
No insider transactions recorded for this company.

Peer Companies

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Investment trust targeting long-term capital growth from smaller European companies, ex-UK.
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An investment trust seeking capital growth from a value portfolio of Asia ex-Japan equities.
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Investment trust providing focused exposure to Chinese companies for long-term capital growth.
United Kingdom FCSS
FIDELITY JAPAN TRUST PLC Logo
An investment trust for long-term capital growth by investing in Japanese corporate equities.
United Kingdom FJV
Finsbury Growth & Income Trust PLC Logo
Investment trust seeking capital and income growth via a concentrated portfolio of UK companies.
United Kingdom FGT
Flexdeal Logo
Alternative investment firm supporting the growth and development of Portuguese SMEs.
Portugal FLEXD

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