Caledonia Investments PLC Logo

Caledonia Investments PLC

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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Filings

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Date Filing Language Size Actions
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
2025-08-06 10:47
Net Asset Value
Net Asset Value(s)
English 7.7 KB
2025-08-06 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.2 KB
2025-08-05 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.2 KB
2025-08-04 08:00
Transaction in Own Shares
Transaction in Own Shares
English 8.2 KB
2025-08-01 09:46
Declaration of Voting Results & Voting Rights Announcements
Total Voting Rights
English 5.8 KB

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Insider Transactions

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

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