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Welcome

Caledonia Investments is a self-managed investment trust listed on the London Stock Exchange. Our experienced team manages assets of circa £2bn 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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Investors

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.

Invest with us

Choose the best way for you to buy our shares.

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.

Factsheets

Download our monthly factsheets for performance reviews and news.

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Caledonia