Caledonia Investments
 | |
| Type | Public |
|---|---|
| LSE: CLDN FTSE 250 component | |
| Industry | Investment trust |
| Headquarters | London, England, UK |
| Website | caledonia |
Caledonia Investments plc[1][2] is a self-managed investment trust company based in London, England. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
History
The company was incorporated in December 1928.[3] In 1960 the company was listed on the London Stock Exchange and in 1981 their name was changed to Caledonia Investments PLC. After their holding in British & Commonwealth was sold in 1987, Caledonia Investments became a diversified trading and investment company,[4] which in turn was converted into a UK Investment trust company on 1 April 2003.[5] The Cayzer family collectively owns some 48.5% of the share capital of Caledonia Investments plc.[6]
Operations
Caledonia is a self-managed investment trust. It takes significant holdings in listed equities, private companies and funds. Taking a long term investment approach, Caledonia Investments is a value investor with a global outlook. David Stewart is the chair and Mat Masters the chief executive.[7]
References
- ↑ "Have investment trusts been hit by a wall of assets?". Fund Strategy. Retrieved 29 March 2016.
- ↑ "Cayzer family braced for Caledonia showdown". Independent.co.uk. 7 June 2001. Retrieved 6 February 2011.
- ↑ "Caledonia Investments". Companies House. Retrieved 29 April 2026.
- ↑ "We are family: seven investment trusts where blood runs deep". City Wire. 29 September 2015. Retrieved 18 February 2023.
- ↑ "Caledonia Investments beats index". The Telegraph. 25 May 2011. Archived from the original on 14 April 2016. Retrieved 26 March 2016.
- ↑ "Caledonia plays a patient game". Shares Magazine. 20 June 2013. Retrieved 29 March 2016.
- ↑ "Caledonia exits AG Barr after 45 years". Portfolio Adviser. 22 November 2022. Retrieved 3 November 2022.