Caledonia Investments plc Email Format
Investment ManagementEngland, United Kingdom51-200 Employees
Caledonia Investments plc is a London-based, self-managed investment trust listed in the FTSE 250. It channels capital across three pools—Public Companies, Private Capital, and Funds—each with its own allocation, strategy, and return target. The firm follows a long-term, buy-and-hold approach, seeking to own high-quality companies with strong market positions and fundamentals, alongside private equity fund investments to form a diversified, globally oriented portfolio. It has a long track record of delivering consistent returns and progressively increasing dividends to shareholders, with aims to generate real returns above inflation by 3-6% and to outperform the FTSE All-Share over a ten-year horizon.