Caledonia is a self-managed investment trust company listed on the London Stock Exchange: pioneered by family and managed by a talented professional team in pursuit of outstanding performance.
Caledonia maintains a concentrated portfolio of international investments and funds. These are organised as pools of capital, with clearly agreed objectives and strategy. We believe in good transparent governance, keeping our promises and behaving properly. We are unique, not for what we do but for what we are and how we do it.
We invest our own capital: in people, not assets. We back high quality management teams with drive and the proven ability to generate exceptional long-term shareholder value. We are supportive, because we’re likely to be working with them for the long term. We prefer to be personally involved and hands-on, providing the highest quality advice, often through having a non-executive board seat.
We identify. We invest. We involve.
Caledonia Investments plc currently conducts its affairs so that its shares can be recommended by independent financial advisers to ordinary retail investors in accordance with the Financial Conduct Authority's rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. Its shares are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares in an investment trust.