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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 55 years of rising dividends for shareholders.

“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

Annualised Return

8.0%

29.4%

12.3%

as at 30 September 2023
Significant Pool Investments

Name

First Invested

Value (£m)

2004

178.8

2019

157.0

2023

142.5

2016

135.0

2018

102.3

Other investments

63.0

Total

1027.1

as at 30 September 2023

Geographic distribution

80%
UK & Channel Islands
17%
Europe
3%
North America

Sector distribution

57%
Financials
30%
Consumer discretionary
12%
Industrials
1%
Healthcare
as at 30 September 2023