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Buy Caledonia Investments shares

There are a number of ways to invest – you can buy our shares directly or through our Caledonia Share Savings scheme or Individual Savings Account (ISA).

Buying our shares on the London Stock Exchange

You can invest directly through a broker or financial intermediary – our ordinary shares are listed on the London Stock Exchange under the SEDOL code 0163992 or TIDM code of CLDN. The ISIN code is GB00001639920. Our current share price is at the bottom of this page.

Simple and flexible – our Share Savings scheme

This scheme makes it simple to invest in shares in Caledonia and the structure can only be used to hold our shares. It is easy to keep track of your investments online and you will receive six-monthly statements detailing transactions and performance. You can pay in lump sums (minimum £10) or make monthly deposits (minimum £25), and choose to have any dividends automatically re-invested.

Tax-free growth – our ISA

Our stocks and shares ISA allows you to invest in Caledonia Investments and grow your money free of capital gains tax and income tax. The maximum amount you can invest for this tax year is £20,000, plus any cash amount previously withdrawn in the same tax year. You can keep track of your investments online and you will receive six-monthly statements. You can pay in lump sums (minimum £10) or make monthly deposits (minimum £25), and choose to have any dividends automatically re-invested.

Apply for our ISA & Share Savings scheme

Click on the link to download the relevant features pack and application form:

Share Savings scheme

Individual Savings Account (ISA)

Both the Caledonia Share Savings scheme and ISA are provided and managed by The Share Centre Limited. The Share Centre Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

The Share Centre Ltd, PO Box 2000, Aylesbury, Buckinghamshire, HP21 8ZB

Tel: 01296 414665
Email: caledonia@share.co.uk
www.share.com

Balancing risk and return

Learn more about Caledonia and our patient approach to investing.

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Buy shares

You can invest through a broker, or through a wide range of companies, including:

News & media

Read the latest updates from around Caledonia and the industry.

Factsheets

Download our monthly factsheets for performance reviews and news.

Results & reports

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

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.