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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.”

Tom Leader

Head of Caledonia Private Capital

Meet the Private Capital team
Performance Data

Over 1 Yr

Over 3 Yrs

Over 5 Yrs

Absolute Return

38.1%

64.3%

81.1%

Annualised Return

38.1%

18.0%

12.6%

as at 30 September 2022
Holdings

Portfolio

First Invested

Value (£m)

2004

174.2

2019

141.2

2018

137.1

2016

124.4

Other

57.5

Total

818.9

as at 30 September 2022

Geographic distribution

55%
Channel Islands
21%
Europe
20%
UK
4%
North America

Sector distribution

43%
Financial
28%
Industrial
19%
Consumer services
6%
Healthcare
2%
Consumer staples
1%
Technology
1%
Basic materials
as at 30 September 2022