Caledonia Investments Plc (CLDN)

Category GBP Flexible Allocation
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Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

3,475.00p

Buy

3,490.00p

arrow-down-45.00p (-1.28%)

Discount/Premium

-37.50%

Estimated NAV

5,560.044p

Prices updated at 11 Apr 2025, 16:35 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment 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.
FTSE All-Share
arrow-up0.56%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
0.81
1.96
0.00
Minimum investment-

Documents

Document nameLanguageDate postedDownload
FactsheetEnglish28 Feb 2025pdf
Key Information Document (KID)English28 Oct 2024pdf
Semi-Annual ReportEnglish30 Sep 2024pdf
Annual ReportEnglish31 Mar 2024pdf
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Important Information

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