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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 |
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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 |
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Management & contract fees
The company is self-managed.
Peer analysis
Company | Revenue (TTM) | Net income (TTM) |
---|---|---|
Pantheon International PLC | 78.93m | 31.65m |
Fidelity European Trust PLC | 234.02m | 207.26m |
Murray International Trust plc | 204.49m | 184.74m |
Personal Assets Trust PLC | 66.67m | 44.26m |
Rathbones Group PLC | 888.53m | 63.32m |
TP ICAP Group PLC | 2.20bn | 99.00m |
JTC PLC | 283.06m | 29.13m |
JPMorgan American Investment Trust PLC | 434.96m | 424.07m |
Worldwide Healthcare Trust PLC | 229.70m | 201.16m |
HarbourVest Global Private Equity Ltd | 113.77m | 92.37m |
Caledonia Investments plc | 233.80m | 203.80m |
Mercantile Investment Trust PLC | 97.69m | 75.21m |
Templeton Emerging Markets Inv Trust plc | 172.27m | 140.33m |
AJ Bell PLC | 245.88m | 81.33m |
Quilter PLC | 6.43bn | 50.00m |
Smithson Investment Trust PLC | -26.10m | -51.47m |
Institutional shareholders
Holder | Shares | % Held |
---|---|---|
1607 Capital Partners LLCas of 01 Aug 2024 | 1.97m | 3.63% |
Allspring Global Investments LLCas of 01 Aug 2024 | 1.50m | 2.75% |
Evelyn Partners Investment Management LLPas of 01 Aug 2024 | 1.15m | 2.11% |
BlackRock Investment Management (UK) Ltd.as of 01 Aug 2024 | 995.00k | 1.83% |
Rathbones Investment Management Ltd.as of 01 Aug 2024 | 805.00k | 1.48% |
Hargreaves Lansdown Asset Management Ltd.as of 01 Aug 2024 | 801.00k | 1.47% |
J. M. Finn & Co. Ltd.as of 01 Aug 2024 | 586.00k | 1.08% |
Investec Wealth & Investment Ltd.as of 01 Aug 2024 | 550.74k | 1.01% |
Vanguard Global Advisers LLCas of 01 Aug 2024 | 342.00k | 0.63% |
HSBC Global Asset Management (UK) Ltd.as of 01 Aug 2024 | 305.00k | 0.56% |