Caledonia Investments Plc (CLDN)

Category GBP Flexible Allocation

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Sell

3,470.00p

Buy

3,495.00p

arrow-down-30.00p (-0.86%)

Discount/Premium

-37.53%

Estimated NAV

5,602.612p

Prices updated at 02 Jan 2025, 16:35 GMT

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

0.93%

LSE

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Company name

Caledonia Investments Plc

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 Mar 2025

Launch date

18 Jul 1960

Lead manager

Mat Masters

Lead manager start date

27 Jul 2022

Lead fund manager biography

Mat joined Caledonia in 2006 with a broad role across the investment portfolio. He became Head of the Capital portfolio in 2010, before taking on increased responsibility for the Income strategy in 2019 when he was promoted to Head of Quoted Equity. Appointed as Chief Executive Officer designate on 1 April 2022, he succeeded Will Wyatt in July 2022. Mat specialised in corporate finance before joining Caledonia, helping small and mid-sized companies access private equity finance. He has served on numerous private and public company boards. A qualified accountant, he brings to the board investment expertise, senior management, international business experience and leadership skills to enable him to execute the board’s strategy.

Head office

Cayzer House, 30 Buckingham Gate

London

United Kingdom

SW1E 6NN

44 20 7802 8080

Company website

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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