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
Blackrock Greater Europe Investment Trust PLC Logo
Investment trust seeking long-term capital growth from a portfolio of European companies.
United Kingdom BRGE
Blackrock Income and Growth Investment Trust PLC Logo
An investment trust providing capital and income growth via a portfolio of UK-listed equities.
United Kingdom BRIG
Blackrock Latin American Investment Trust PLC Logo
Investment trust targeting long-term growth via quoted securities in Latin America.
United Kingdom BRLA
Blackrock Smaller Companies Investment Trust PLC Logo
Investment trust seeking long-term capital growth from small and mid-sized UK-quoted companies.
United Kingdom BRSC
Blackrock Sustainable American Income Trust PLC Logo
An investment trust providing income and capital growth from sustainable American companies.
United Kingdom BRAI
Blackrock Throgmorton Investment Trust PLC Logo
Investment trust targeting long-term capital growth from UK small and mid-sized companies.
United Kingdom THRG
Blackrock World Mining Trust PLC Logo
An investment trust offering diversified exposure to the global mining and metals sector.
United Kingdom BRWM
Blue Planet Financials Growth and Income Investment Trust PLC Logo
An investment trust providing capital growth and income from a global portfolio of financial securities.
United Kingdom BPFU
Invests in UK/US trusts & companies to provide income and capital growth for retail investors.
United Kingdom BAF
BRITISH SMALLER COMPANIES VCT2 PLC Logo
A VCT investing in high-growth UK businesses with equity solutions for growth and buyouts.
United Kingdom BSC

Talk to a Data Expert

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