Caledonia Investments is a self-managed investment trust listed on the London Stock Exchange. Our experienced team manages assets of circa £2.9bn across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value.

We have been building wealth for generations, and always with a clear focus on the future. Having both capital and time, we are free to think in decades, not quarters – an approach that has yielded a long track record of rising dividends and strong capital growth.

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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