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.

Social Media

Unlock This Filing & Millions More

You're one step away from the data you need. Create a free account to instantly view this filing and get access to powerful research tools.

Filings

You have of free filing views remaining. Upgrade for unlimited access.
Quick Filters:

Filters

Clear
Bulk Actions:
Date Filing Language Size Actions
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
2025-09-19 17:34
Director's Dealing
Director/PDMR Shareholding
English 49.7 KB

Automate Your Workflow. Get a real-time feed of all Caledonia Investments PLC filings delivered via API.

Explore Data Feeds →

Market Data

Market Data Not Available

Financials & KPIs

No data available

Unlock Full Financials for Caledonia Investments PLC

This data is available as part of our premium data solutions. Contact our team for access.

Need More History? Access decades of standardized financials for Caledonia Investments PLC via our API.

Get Historical Data →

Insider Transactions

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

Peer Companies

Company Country Ticker View
Baillie Gifford UK Growth Trust plc Logo
Investment trust seeking long-term capital growth from a concentrated portfolio of UK equities.
United Kingdom BGUK
BAILLIE GIFFORD US GROWTH TRUST PLC Logo
Investment trust for long-term capital growth via a portfolio of public & private US growth companies.
United Kingdom USA
BARINGS EMERGING EMEA OPPORTUNITIES PLC Logo
Investment trust targeting capital growth via emerging and frontier EMEA equities.
United Kingdom BEMO
BARONSMEAD SECOND VENTURE TRUST PLC Logo
A VCT investing in UK growth businesses for private investors, seeking tax-free dividends and growth.
United Kingdom BMD
BARONSMEAD VENTURE TRUST PLC Logo
A VCT investing in UK growth companies to provide tax-free dividends for private investors.
United Kingdom BVT
BBGI Global Infrastructure S.A. Logo
Globally invests in and manages essential infrastructure like hospitals, schools, and roads.
Luxembourg BBGI
Bellevue Healthcare Trust PLC Logo
An investment trust providing long-term growth from a concentrated portfolio of global healthcare firms.
United Kingdom BBH
BIOTECH GROWTH TRUST (THE) PLC Logo
Investment trust for capital growth in a global portfolio of biotech and life sciences firms.
United Kingdom BIOG
BLACKFINCH SPRING VCT PLC Logo
A venture capital trust investing in high-growth, unlisted UK technology companies.
United Kingdom BFSP
Blackrock Energy & Resources Income Trust PLC Logo
Invests in mining, energy, and clean tech for income and long-term capital growth.
United Kingdom BERI

Talk to a Data Expert

Have a question? We'll get back to you promptly.