Company Caledonia Investments Plc

Equities

CLDN

GB0001639920

Investment Trusts

Market Closed - London S.E. 11:35:01 2024-07-12 EDT 5-day change 1st Jan Change
3,540 GBX -0.70% Intraday chart for Caledonia Investments Plc -0.28% -0.42%

Business Summary

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.9 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as information technology, industrials, consumer staples, materials, healthcare, financials, communication services, utilities, real estate and consumer discretionary. It invests in various regions, such as the United Kingdom, Asia, Europe, and North America.

Number of employees: 82

Sales per Business

GBP in Million2023Weight2024Weight Delta
Private Capital
47.6 %
65 36.5 % 111 47.6 % +72.14%
Quoted Equity
43.5 %
1 0.8 % 102 43.5 % +7,171.43%
Funds
8.3 %
104 58.6 % 19 8.3 % -81.27%
Other Investments
0.6 %
7 4.1 % 1 0.6 % -80.82%

Sales per region

GBP in Million2023Weight2024Weight Delta
Other
52.8 %
43 24.2 % 123 52.8 % +188.32%
United States
43.9 %
115 64.8 % 103 43.9 % -10.55%
United Kingdom
3.3 %
19 11.0 % 8 3.3 % -59.79%

Managers

Managers TitleAgeSince
Chief Executive Officer 50 05-12-31
Director of Finance/CFO 51 23-08-31
Director/Board Member 56 96-12-31
Director/Board Member 59 94-12-31
Corporate Secretary 50 19-10-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 67 85-07-17
Director/Board Member 59 94-12-31
Director/Board Member - 17-12-31
Director/Board Member 58 22-03-27
Chairman - 15-03-17
Director/Board Member 56 96-12-31
Director/Board Member 61 21-12-31
Director of Finance/CFO 51 23-08-31
Director/Board Member 64 19-07-23
Director/Board Member - 23-03-27

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 5 54,252,577 32,549,931 ( 60.00 %) 0 60.00 %

Shareholders

NameEquities%Valuation
The Cayzer Trust Co. Ltd.
35.48 %
19,292,364 35.48 % 847 M p
1607 Capital Partners LLC
3.877 %
2,108,141 3.877 % 93 M p
Allspring Global Investments LLC
2.806 %
1,525,538 2.806 % 67 M p
1,337,037 2.459 % 59 M p
Evelyn Partners Investment Management LLP
2.128 %
1,157,000 2.128 % 51 M p
BlackRock Investment Management (UK) Ltd.
1.808 %
983,000 1.808 % 43 M p
Rathbones Investment Management Ltd.
1.514 %
823,000 1.514 % 36 M p
Hargreaves Lansdown Asset Management Ltd.
1.492 %
811,000 1.492 % 36 M p
J. M. Finn & Co. Ltd.
1.061 %
577,000 1.061 % 25 M p
Investec Wealth & Investment Ltd.
0.9935 %
540,226 0.9935 % 24 M p

Company contact information

Caledonia Investments Plc

Cayzer House 30 Buckingham Gate

SW1E 6NN, London

+44 2078 028080

http://www.caledonia.com
address Caledonia Investments Plc(CLDN)

Group companies

NameCategory and Sector
Financial Conglomerates
Industrial Conglomerates
Industrial Machinery
Investment Managers
Financial Conglomerates
Miscellaneous Commercial Services
Investment Managers
Financial Conglomerates
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