Caledonia Investments Plc (CLDN)
Category GBP Flexible Allocation
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% or a dash 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.
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
3,785.00p
Buy
3,815.00p
-15.00p (-0.40%)
Discount/Premium
-30.77%
Estimated NAV
5,467.12p
Prices updated at 12 May 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.
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.
- Key stats
- Price
- Performance
- Charges & documents
- Shares & trades
- Dividends
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- News & dates
- Trust info
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Annual performance (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 21.24 | 6.05 | 6.57 |
| 31 Mar 15 - 31 Mar 16 | 4.10 | -2.21 | -3.92 |
| 31 Mar 16 - 31 Mar 17 | 21.07 | 32.07 | 21.95 |
| 31 Mar 17 - 31 Mar 18 | 1.63 | 5.46 | 1.25 |
| 31 Mar 18 - 31 Mar 19 | 14.77 | 1.06 | 6.36 |
| 31 Mar 19 - 31 Mar 20 | -16.68 | -19.04 | -18.45 |
| 31 Mar 20 - 31 Mar 21 | 11.05 | 35.34 | 26.71 |
| 31 Mar 21 - 31 Mar 22 | 36.48 | 5.99 | 13.03 |
| 31 Mar 22 - 31 Mar 23 | 2.37 | -6.30 | 2.92 |
| 31 Mar 23 - 31 Mar 24 | -1.24 | -2.78 | 8.43 |
| 31 Mar 24 - 31 Mar 25 | 10.19 | 16.24 | 10.46 |
Primary benchmark: FTSE AllSh TR GBP
Peer group index: Morningstar IT Flexible Investment
Trailing returns (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 1 Day | 0.13 | 3.27 | 0.27 |
| 1 Month | 10.67 | 7.44 | 12.34 |
| 3 Months | -0.66 | 0.40 | -0.25 |
| 6 Months | 12.46 | 6.33 | 7.02 |
| 1 Year | 8.25 | 12.93 | 5.56 |
| 3 Years annualised | 5.91 | 3.03 | 9.17 |
| 5 Years annualised | 11.99 | 7.55 | 11.09 |
Primary benchmark: FTSE AllSh TR GBP
Peer group index: Morningstar IT Flexible Investment
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
