Caledonia Investments plc

Caledonia Investments plc is a self-managed investment trust company based in London, England. ([caledonia.com](https://www.caledonia.com/?utm_source=openai)) As of 30 September 2025, the company reported net assets of £3.0 billion and has a history of consecutive dividend growth spanning 58 years. ([caledonia.com](https://www.caledonia.com/invest-with-us/investment-trusts/?utm_source=openai))

The firm employs a long-term investment approach, managing assets across three pools of capital: Public Companies, Private Capital, and Funds. Its portfolio is diversified across various sectors and geographies, focusing on high-quality public and private companies. ([caledonia.com](https://www.caledonia.com/portfolio/?utm_source=openai))

Caledonia Investments has a track record of delivering long-term compounding returns for shareholders, with an annualized total shareholder return of 8.7% over the past decade. ([caledonia.com](https://www.caledonia.com/invest-with-us/investment-trusts/?utm_source=openai)) The company's culture is rooted in values that guide every aspect of its business, emphasizing insightful decision-making, supportive relationships, responsible actions, considered strategies, and unwavering commitment to a long-term vision. ([caledonia.com](https://www.caledonia.com/about/?utm_source=openai))