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
1.24 %
Risk Rating
3
3 Year Sharpe
0.71
Yield
1.7 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 1.65 billion
NAV
3,513
Gearing
96
Discount Premium
-17
To achieve consistently a long term shareholder return in excess of the FTSE All-Share Total Return, through a combination of capital growth and the maintenance of a progressive dividend. The focus is on investing in, and then managing, a number of significant stakes in companies and situations where it is believed there to be good opportunities for building value. Disposals of investments will be made at a time and in a manner consistent with the Company's reputation as a supportive long term investor combined with the requirement to maximise shareholder value. Through holding a diversified portfolio, the company aims to maintain a medium overall risk position and to achieve a positive total return over rolling five year periods.
Holding %
Cobehold 4.99 %
Seven Investment Management 4.89 %
Choice Care Group 4.37 %
Gala Bingo 3.98 %
Liberation Group 3.89 %
Aberdeen Us Pe Funds 3.14 %
Nt Asset Funds 2.37 %
Arlington Avm Ranger Fund 2.24 %
A G Barr 2.13 %
Macquarie Asia New Stars Fund 2.07 %
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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