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Concentrating on mid-market companies, we take a long-term approach that is focused on delivering enduring value in the shape of strong capital growth and a current yield throughout the business cycle.

We achieve this by seeking out robust businesses and ambitious business partners who balance a determination to grow with a strong sense of risk. Then we provide the support they need to strengthen what already exists.

Able to look beyond short-term cycles and the typical fundraising constraints of most private equity investors, we give these businesses time to fulfil their potential and only sell when the time is right to maximise value. The strong performance of our assets has been key to Caledonia Investments’ track record of strong capital growth and over 50 years of rising dividends for shareholders.

Introducing Private Capital

Providing enduring capital and enduring support.

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“Working side by side with our portfolio companies, we provide the enduring capital and enduring support that will generate growth and value for stakeholders now and over the longer term.”

Duncan Johnson

Head of Caledonia Private Capital

Meet the Private Capital team
Performance Data

Over 1 Yr

Over 3 Yrs

Over 5 Yrs

Absolute Return

-18.0%

-9.6%

27.2%

Annualised Return

-18.0%

-3.3%

4.9%

as at 30 September 2020
Holdings

Portfolio

First Invested

Value (£m)

2004

105.5

2019

101.7

2018

78.5

2016

59.8

2019

26.7

2015

22.0

Other

27.2

Total

657.1

as at 30 September 2020

Geographic distribution

79%
UK
16%
Europe
5%
North America

Sector distribution

40%
Industrial
34%
Financial
16%
Consumer services
5%
Healthcare
3%
Consumer goods
1%
Basic materials
1%
Technology
as at 30 September 2020