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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.

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"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

-2.8%

20.7%

57.4%

Annualised Return

-2.8%

6.5%

9.5%

as at 31 March 2020
Holdings

Ten Largest Holdings 

Value (£m)
31 Mar 2020

268.1

Remaining holdings

182.0

Total

450.1

as at 31 March 2020

Geographic distribution

52%
North America
44%
Asia
4%
UK

Sector distribution

23%
Industrials
20%
Consumer services
15%
Technology
15%
Healthcare
11%
Financial
9%
Oil & Gas
6%
Consumer goods
1%
Utilities
as at 31 March 2020

Our geographical analysis reflects listing location.