Caledonia Investments plc
Overview
Caledonia Investments plc is a self-managed investment trust company based in London, England. 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. 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 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. 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.
Investment Focus
- Attractive markets
- Strong fundamentals
- Well managed and aligned
Portfolio Companies
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Frequently asked questions about Caledonia Investments plc
What sectors does Caledonia Investments plc invest in?
Caledonia Investments plc invests in Healthcare, Consumer Goods, Infrastructure, Investment Management, Information Technology and Biotechnology, and is based in 30 Buckingham Gate London, United Kingdom. Caledonia Investments plc is listed as a private investment firm in the ConnectSafely investor database.
What stage does Caledonia Investments plc invest at?
Caledonia Investments plc backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 5M - 50M.
Which regions does Caledonia Investments plc invest in?
Caledonia Investments plc invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Caledonia Investments plc?
Team members listed for Caledonia Investments plc include Rob Memmott (Chief Financial Officer) and Susie Lennox (PA to Chairman, Chief Executive, Company Secretary (Interim)).
What companies has Caledonia Investments plc invested in?
Caledonia Investments plc's portfolio includes Stonehage Fleming and Moody's.
How do I contact Caledonia Investments plc?
Caledonia Investments plc's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database