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
CHELVERTON GROWTH TRUST PLC Logo
Investment trust for professionals targeting capital growth from small, listed UK companies.
United Kingdom CGW
City of London Investment Trust PLC Logo
Investment trust targeting income and capital growth from a portfolio of UK-listed equities.
United Kingdom CTY
Climate Transition Capital Acquisition I B.V. Logo
A special purpose acquisition company (SPAC) that merges with businesses in the climate transition.
Netherlands CTCA1
CM Green Energy Fund AD Logo
An investment fund for renewable energy production, infrastructure, and efficiency projects.
Bulgaria CGRN
CROWN PLACE VCT PLC Logo
A venture capital trust investing in unquoted, high-growth tech and healthcare companies.
United Kingdom CRWN
CT PRIVATE EQUITY TRUST PLC Logo
Invests in UK/European private equity for long-term capital growth and predictable dividends.
United Kingdom CTPE
CT UK CAP AND INC INV TRUST PLC Logo
An investment trust targeting capital and income growth from mainly UK-listed companies.
United Kingdom CTUK
DOWNING RENEWABLES & INFRASTRUCTURE Logo
Invests in UK & N. Europe renewable energy and grid infrastructure for stable, sustainable income.
United Kingdom DORE
DOWNING STRATEGIC MICRO-CAP INVESTMENT TRUST PLC Logo
An investment trust focused on UK micro-caps, now undergoing a managed wind-down process.
United Kingdom DSM
DUNEDIN ENTERPRISE INVESTMENT TRUST PLC Logo
A liquidating private equity trust, formerly funding UK mid-market buyouts.
United Kingdom DNE

Talk to a Data Expert

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