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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)233.80m
- Net income in GBP203.80m
- Incorporated1928
- Employees71.00
- LocationCaledonia Investments PlcCayzer Hse, 30 Buckingham GateLONDON SW1E 6NNUnited KingdomGBR
- Phone+44 20 7802 8080Fax+44 20 7802 8090
- Websitehttps://www.caledonia.com/
Profile
| Management group(s) | Caledonia Investments Plc |
|---|---|
| AIC sector | Flexible Investment |
| ISIN | GB0001639920 |
| Launch date | 18 Jul 1960 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
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
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Allianz Technology Trust PLC | 521.55m | 511.54m |
| Murray International Trust plc | 204.49m | 184.74m |
| Rathbones Group PLC | 888.53m | 63.32m |
| Personal Assets Trust PLC | 66.67m | 44.26m |
| JTC PLC | 283.06m | 29.13m |
| Worldwide Healthcare Trust PLC | 253.44m | 227.52m |
| Templeton Emerging Markets Inv Trust plc | 172.27m | 140.33m |
| Mercantile Investment Trust PLC | 435.03m | 411.79m |
| HarbourVest Global Private Equity Ltd | 107.74m | 76.58m |
| Caledonia Investments plc | 233.80m | 203.80m |
| AJ Bell PLC | 245.88m | 81.33m |
| Smithson Investment Trust PLC | -26.10m | -51.47m |
| TP ICAP Group PLC | 2.20bn | 99.00m |
| JPMorgan American Investment Trust PLC | 434.96m | 424.07m |
| Quilter PLC | 6.43bn | 50.00m |
| City of London Investment Trust plc | 310.57m | 297.42m |
