Caledonia Investments Plc

Name
Caledonia Investments Plc
Manager
Caledonia Investments Plc
Type
Closed Ended Investment Company
ISIN
GB0001639920
Sector
Flexible Investment
Launched
18/07/1960
OCF
0.94 %
Risk Rating
3
3 Year Sharpe
1.04
3 Year Alpha
9.48
Yield
1.6 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 1.66 billion
NAV
3,699
Gearing
100
Discount Premium
-18
The company aim is to grow the NAV and annual dividends paid to shareholders over the long term, with careful attention paid to the risks being taken to achieve this. The portfolio contains many unquoted assets, when measuring investment performance, in the short to medium term, we aim to grow NAVTR between RPI+3% to RPI+6% representing a real return commensurate with longer term market outperformance. Over a 5-10 year timeframe, it is more appropriate to compare portfolio performance to the FTSE All-Share Total Return, which the company aims to outperform.
Holding %
Seven Investment Management 5.95 %
Cobehold 5.18 %
Choice Care Group 4.88 %
Cooke Optics 4.55 %
Buzz Bingo 4.38 %
Liberation Group 4.00 %
ABERDEEN 3.67 %
Arlington AVM Ranger 2.56 %
Nt Asset 2.13 %
Microsoft Corp 2.05 %
Region %
United States 45.57 %
United Kingdom 23.54 %
Asia - Emerging 9.09 %
Europe - Emerging 7.65 %
Europe - ex Euro 5.76 %
Sector %
Technology 28.41 %
Consumer Defensive 22.09 %
Industrials 16.11 %
Healthcare 15.62 %
Financial Services 11.91 %
Name
Caledonia Investments Plc
Address
SW1E 6NN, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Will Wyatt
Joined 07/21/2010

Data provided by Morningstar.

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