Investment Trusts

Caledonia Investments Plc

CLDN:LSE

Caledonia Investments Plc

  • Price (GBX)3,535.00
  • Today's Change-25.00 / -0.70%
  • Shares traded27.97k
  • 1 Year change-1.53%
  • Beta1.0184
Data delayed at least 20 minutes, as of May 01 2024 16:38 BST.
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Profile data is unavailable for this security.

About the company

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.9 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as information technology, industrials, consumer staples, materials, healthcare, financials, communication services, utilities, real estate and consumer discretionary. It invests in various regions, such as the United Kingdom, Asia, Europe, and North America.

  • Revenue in GBP (TTM)168.00m
  • Net income in GBP126.60m
  • Incorporated1928
  • Employees74.00
  • Location
    Caledonia Investments PlcCayzer Hse, 30 Buckingham GateLONDON SW1E 6NNUnited KingdomGBR
  • Phone+44 20 7802 8080Fax+44 20 7802 8090
  • Websitehttps://www.caledonia.com/
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Profile

Management group(s)Caledonia Investments Plc
AIC sectorFlexible Investment
ISINGB0001639920
Launch date18 Jul 1960
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The Company purpose is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to avoid permanent loss of capital.

Managed by

Mat Masters

Management & contract fees

The company is self-managed.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Nationwide Building Society12.29bn1.66bn1.40bn13.97k1.40bn13.97k
Finsbury Growth & Income Trust PLC143.71m128.86m1.53bn0.001.53bn0.00
Pantheon International PLC-14.34m-54.32m1.53bn0.001.53bn0.00
Murray International Trust plc151.47m131.85m1.54bn0.001.54bn0.00
Witan Investment Trust plc206.42m181.48m1.56bn6.001.56bn6.00
Fidelity European Trust PLC262.10m238.69m1.59bn0.001.59bn0.00
Personal Assets Trust PLC39.06m20.74m1.65bn0.001.65bn0.00
Templeton Emerging Markets Inv Trust plc199.29m167.88m1.73bn0.001.73bn0.00
JPMorgan American Investment Trust PLC329.10m318.32m1.76bn0.001.76bn0.00
Mercantile Investment Trust PLC97.69m75.21m1.77bn0.001.77bn0.00
Caledonia Investments plc168.00m126.60m1.94bn74.001.94bn74.00
City of London Investment Trust plc140.56m127.17m2.06bn0.002.06bn0.00
Smithson Investment Trust PLC321.92m293.32m2.10bn0.002.10bn0.00
HgCapital Trust plc247.91m230.52m2.19bn0.002.19bn0.00
Petershill Partners PLC432.35m257.09m2.35bn0.002.35bn0.00
HICL Infrastructure PLC73.10m68.20m2.48bn0.002.48bn0.00
Data as of May 01 2024. Currency figures normalised to Caledonia Investments Plc's reporting currency: UK Pound GBX

Institutional shareholders

14.07%Per cent of shares held by top holders
HolderShares% Held
1607 Capital Partners LLCas of 02 Nov 20231.60m2.92%
Evelyn Partners Investment Management LLPas of 02 Nov 20231.23m2.24%
Allspring Global Investments LLCas of 02 Nov 20231.01m1.85%
Rathbones Investment Management Ltd.as of 02 Nov 2023882.00k1.61%
Hargreaves Lansdown Asset Management Ltd.as of 02 Nov 2023811.00k1.48%
J. M. Finn & Co. Ltd.as of 02 Nov 2023600.00k1.10%
Investec Wealth & Investment Ltd.as of 02 Nov 2023509.00k0.93%
BlackRock Investment Management (UK) Ltd.as of 02 Nov 2023411.85k0.75%
First Eagle Investment Management LLCas of 29 Feb 2024337.82k0.62%
Legal & General Investment Management Ltd.as of 02 Nov 2023304.00k0.56%
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Data from 31 Dec 2023 - 02 Apr 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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