Invest in Caledonia
Invest in Caledonia directly or through a Caledonia Share Savings Scheme or Individual Savings Account (ISA)
Investment in Caledonia can be made by buying ordinary shares on the London Stock Exchange through a broker or financial intermediary, or through a Caledonia Share Savings Scheme or Individual Savings Account (ISA).
The company’s ordinary shares are listed on the London Stock Exchange under the SEDOL code of 0163992 or TIDM code of CLDN. Prices are published daily in the Financial Times under the ‘Investment Companies’ heading and in other leading newspapers and can also be viewed on this website on the Share Price Information page. The ISIN code for Caledonia’s ordinary shares is GB0001639920.
Simple and flexible: our Share Savings Scheme
The Caledonia Investments Share Savings Scheme is a simple way to start, or add to, your shareholding in Caledonia. As a Share Savings Scheme investor you can keep track of your investments conveniently online. You will also receive six-monthly statements detailing your transactions and any cash balances.
You can pay both lump sum (minimum of £10) and regular monthly savings (minimum of £25) into the company's shares have any dividends automatically reinvested.
Free of capital gains tax: our ISA
The Caledonia Investments Individual Savings Account is a flexible stocks and shares ISA: you can purchase and hold Caledonia shares free of capital gains tax and you won’t pay tax on any dividends you receive. A flexible ISA allows you to withdraw and replace money from your ISA within the same tax year without the replacement counting towards your annual ISA subscription limit.
You can pay both lump sum (minimum of £10) and regular monthly savings (minimum of £25) into the company's shares have any dividends automatically reinvested. You can keep track of your investments online and you will also receive six-monthly statements detailing your transactions and any cash balances.
Investment is limited to the maximum permitted for a stocks and shares ISA (up to £20,000 in the 2019/20 tax year), plus any cash amount previously withdrawn in the same tax year.
How to apply
Click on the link to download the relevant features pack and application form:
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.