Investment Trusts

Caledonia Investments Plc

CLDN:LSE

Caledonia Investments Plc

  • Price (GBX)3,405.00
  • Today's Change15.00 / 0.44%
  • Shares traded69.08k
  • 1 Year change4.45%
  • Beta1.0590
Data delayed at least 20 minutes, as of Oct 04 2024 13:28 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)233.80m
  • Net income in GBP203.80m
  • Incorporated1928
  • Employees71.00
  • 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
Pantheon International PLC78.93m31.65m1.52bn0.001.52bn0.00
Fidelity European Trust PLC234.02m207.26m1.55bn0.001.55bn0.00
Murray International Trust plc204.49m184.74m1.58bn0.001.58bn0.00
Personal Assets Trust PLC66.67m44.26m1.61bn0.001.61bn0.00
Rathbones Group PLC888.53m63.32m1.63bn3.52k1.63bn3.52k
TP ICAP Group PLC2.20bn99.00m1.75bn5.18k1.75bn5.18k
JTC PLC283.06m29.13m1.76bn1.60k1.76bn1.60k
JPMorgan American Investment Trust PLC434.96m424.07m1.78bn0.001.78bn0.00
Worldwide Healthcare Trust PLC229.70m201.16m1.79bn0.001.79bn0.00
HarbourVest Global Private Equity Ltd113.77m92.37m1.79bn1.10k1.79bn1.10k
Caledonia Investments plc233.80m203.80m1.83bn71.001.83bn71.00
Mercantile Investment Trust PLC97.69m75.21m1.84bn0.001.84bn0.00
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.85bn0.001.85bn0.00
AJ Bell PLC245.88m81.33m1.86bn1.37k1.86bn1.37k
Quilter PLC6.43bn50.00m1.89bn2.98k1.89bn2.98k
Smithson Investment Trust PLC-26.10m-51.47m1.97bn0.001.97bn0.00
Data as of Oct 04 2024. Currency figures normalised to Caledonia Investments Plc's reporting currency: UK Pound GBX

Institutional shareholders

16.56%Per cent of shares held by top holders
HolderShares% Held
1607 Capital Partners LLCas of 01 Aug 20241.97m3.63%
Allspring Global Investments LLCas of 01 Aug 20241.50m2.75%
Evelyn Partners Investment Management LLPas of 01 Aug 20241.15m2.11%
BlackRock Investment Management (UK) Ltd.as of 01 Aug 2024995.00k1.83%
Rathbones Investment Management Ltd.as of 01 Aug 2024805.00k1.48%
Hargreaves Lansdown Asset Management Ltd.as of 01 Aug 2024801.00k1.47%
J. M. Finn & Co. Ltd.as of 01 Aug 2024586.00k1.08%
Investec Wealth & Investment Ltd.as of 01 Aug 2024550.74k1.01%
Vanguard Global Advisers LLCas of 01 Aug 2024342.00k0.63%
HSBC Global Asset Management (UK) Ltd.as of 01 Aug 2024305.00k0.56%
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Data from 30 Jun 2024 - 03 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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