Logo

Funds

We seek diversified fund holdings in private capital that provide long-term and consistent returns in geographic markets that counterbalance our quoted equity and UK-centric private capital investments.

We seek to partner with some of the world’s most talented managers in long and profitable relationships. We focus on regions that are the engines of well-proven global growth, namely Asia and North America. Our relationships tend to span multiple fund vintages and therefore we often become significantly involved in the way the fund develops and is governed through sitting on the advisory board.

The consistent performance of our funds has played a key role in the overall returns achieved by Caledonia Investments.

Introducing Funds

International expertise, local partnerships.

Watch film

"Caledonia has developed relationships with some of the world’s most talented investment managers and, through careful fund selection, has enabled access to excellent investment returns.”

Jamie Cayzer-Colvin

Head of Caledonia Funds

Meet the Funds team
Performance Data

Over 1 Yr

Over 3 Yrs

Over 5 Yrs

Absolute Return

36.1%

99.9%

165.2%

Annualised Return

36.1%

26.0%

21.5%

as at 30 September 2022
Holdings

Top Holdings 

Value (£m)

Unicorn funds

42.4

CenterOak funds

35.3

AE Industrial funds

33.8

LYFE funds

29.8

Ironbridge funds

28.9

TZP funds

26.5

608.3

Remaining holdings

344.6

Total

952.9

as at 30 September 2022

Geographic distribution

55%
North America
44%
Asia
1%
UK

Sector distribution

22%
Industrial
21%
Healthcare
19%
Consumer services
17%
Technology
11%
Energy
4%
Consumer goods
3%
Financial
3%
Telecommunications
as at 30 September 2022

Our geographical analysis reflects listing location.