Company Caledonia Investments Plc

Equities

CLDN

GB0001639920

Investment Trusts

Market Closed - London S.E. 11:35:29 2024-04-19 am EDT 5-day change 1st Jan Change
3,450 GBX -0.58% Intraday chart for Caledonia Investments Plc +0.58% -2.95%

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 £2.8 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 basic materials, consumer staples, financials, healthcare, industrials, real estate, retailers, technology, telecommunications, and utilities. It invests in various regions, such as the United Kingdom, Asia, Europe, and North America.

Number of employees: 74

Sales per Business

GBP in Million2022Weight2023Weight Delta
Funds
58.6 %
230 36.7 % 104 58.6 % -55.03%
Private Capital
36.5 %
322 51.3 % 65 36.5 % -79.94%
Other Investments
4.1 %
-26 -4.1 % 7 4.1 % -128.08%
Quoted Equity
0.8 %
101 16.1 % 1 0.8 % -98.61%

Sales per region

GBP in Million2022Weight2023Weight Delta
United States
64.8 %
374 59.6 % 115 64.8 % -69.29%
Other
24.2 %
55 8.8 % 43 24.2 % -22.74%
United Kingdom
11.0 %
198 31.6 % 19 11.0 % -90.21%

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 84-12-31
Director/Board Member 59 94-12-31
Director/Board Member - 17-12-31
Director/Board Member 59 22-03-27
Chief Executive Officer 50 05-12-31
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

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 5 54,517,995 32,769,430 ( 60.11 %) 0 60.11 %

Shareholders

NameEquities%Valuation
The Cayzer Trust Co. Ltd.
35.30 %
19,292,364 35.30 % 799 M p
1607 Capital Partners LLC
2.920 %
1,596,000 2.920 % 66 M p
1,313,679 2.404 % 54 M p
Allspring Global Investments LLC
1.850 %
1,011,000 1.850 % 42 M p
Rathbones Investment Management Ltd.
1.614 %
882,000 1.614 % 37 M p
Hargreaves Lansdown Asset Management Ltd.
1.484 %
811,000 1.484 % 34 M p
J. M. Finn & Co. Ltd.
1.098 %
600,000 1.098 % 25 M p
Butterfield Bank (Guernsey) Ltd.
0.8764 %
479,000 0.8764 % 20 M p
445,978 0.8160 % 18 M p
BlackRock Investment Management (UK) Ltd.
0.7536 %
411,849 0.7536 % 17 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
Industrial Conglomerates
Industrial Machinery
Miscellaneous Commercial Services
Financial Conglomerates
Financial Conglomerates
Investment Managers
Investment Managers
Financial Conglomerates
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