Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders.

Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term, and the FTSE All-Share index over 10 years.

We are a long-term investor and hold investments in both listed and private markets across three pools:

Public Companies, Private Capital and Funds.

Each has a strategic allocation of capital, investment strategy and target return.

We buy to hold, investing in high quality companies with strong market positions and fundamentals, alongside investments in private equity funds with track records of success.

The result is a well-balanced diversified portfolio of investments with a global reach.

Our story

Six generations on from our beginnings as a shipping pioneer, we are still guided by long-term investment values.

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Meet the team

Our people bring a wealth of experience and are committed to delivering strong returns to investors over the medium to long term.

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Learn more about why and how to invest in Caledonia.

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Performance highlights

Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends.

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Investment model

Designed to deliver strong returns over the medium to long term.

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Top investments

Browse the largest holdings in our portfolio.

News & media

Read the latest updates from around Caledonia and the industry.

Results & reports

Browse and download from our library of results announcements, annual reports and presentations.


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