Caledonia Investments at a glance – see how our performance stacks up over time, from NAV to share price and dividends.
Caledonia’s strategy is to deliver long-term performance in excess of the FTSE All-Share. The success of our investment activity is reflected in our net asset value (NAV) per share. The chart below shows return performance over the last ten years and the table below shows annual performance for each of the last five years.
NAV total return over ten years
The success of our investment activity is reflected in our net asset value (NAV) per share. The chart below shows NAV performance over various periods. The investment performance has been strong over the long term, but shorter periods demonstrate that the value of investments can go down as well as up.
Periodic NAV total return
Caledonia has had a progressive dividend policy for many years; the chart below illustrates the growth in annual dividends over the last 20 years, with increases in line or slightly ahead of inflation extending to 53 years. We are recognised by the AIC as a Dividend Hero.
Share price performance
Caledonia has generated growth in NAV total return over the longer term – as shown above. This is reflected in a combination of growing annual dividends, occasional special dividend payments and share price performance. Over the longer term, share price growth is significant.
Source: Caledonia Investments plc and FTSE International Limited (‘FTSE’) © FTSE 2020. ‘FTSE®’ is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under license. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.