We are committed to delivering long-term shareholder value. Our aim is to generate long-term compounding real returns that outperform inflation by 3-6% over the medium to long term and the FTSE All-Share Index over 10 years.
As at 30 September 2026
£3.1bn
Net asset value (NAV)
As at 30 September 2026
5.4%
NAV total return
As at 31 March 2026
7.68p
Dividend per share
As at 31 March 2026
4.4%
Dividend growth
As at 30 September 2026
382.5p
Share price
As at 30 September 2026
3.1%
Total shareholder return
Investingin Caledonia
Investing alongside a multi-generational family office
Our portfolio has doubled investors’ money over the past 10 years: £1,000 invested in Caledonia in 2016 would now be worth £2,420, including dividends.
Successful track record: delivering long-term real returns
Global diversification: access to both public and private companies
Experienced in-house investment team: fully aligned with shareholders
Caledonia shares
Listed on the London Stock Exchange, Caledonia shares can be accessed via an online investment platform, broker or financial intermediary.
Via an investment platform
Via a broker or financial intermediary
Our stakeholders
We recognise the importance of our stakeholders and how we engage with them — this consideration actively influences board decision-making as we seek to balance their interests, views and expectations.