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Caledonia Investments plc
Asset Management
Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. The firm invests across listed and private markets in Public Companies, Private Capital, and Funds.
Overview and Management
Establishment Year
1886
Mission
To generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term and the FTSE All-Share index over a decade.
Values
Insightful, Supportive, Responsible, Considered, Long-term
Investment Roles
Limited Partner (LP),Direct Investor
Participant Demographics
Shareholders, including retail investors
Generational Wealth Planning
Focus on building long-term wealth for generations, with a strategy rooted in the Cayzer family’s investment philosophy and stewardship.
Risk Tolerance
Moderate risk tolerance with a focus on long-term compounding returns and diversification.
References or Case Studies
No specific case studies mentioned publicly.
Team Experience
Experienced team with extensive sector knowledge.
Notable Achievements
57-year track record of dividend growth.
Project Track Record
Investments in Microsoft, Oracle, Cobepa, and others.
Exit Strategies
Long-term buy-and-hold, selling assets optimally for shareholders.
Legal, Compliance and Contact Information
Regulatory Registrations
Registered in England and Wales.
Compliance History
No major violations.
enquiries@caledonia.com
Phone Number
020 7802 8080
Address
London United Kingdom