Caledonia Investments

About The Fund

Caledonia Investments is a private equity and investment trust firm established in 1987, headquartered in London, United Kingdom. With a stature as a FTSE 250 company, they are known for their unique self-managed investment trust structure which contributes to their long history of consistent returns and progressive annual dividends to shareholders. Their investment approach is noted for its long-term orientation, focusing on achieving real returns that aim to outpace inflation by 3%-6% over the medium to long term, as well as outperforming the FTSE All-Share index across a span of 10 years. They are recognized for being a long-term investor, committing to an array of investments within both listed and private markets and embodying three distinct pools: Public Companies, Private Capital, and Funds. Each pool is tailored with a strategic allocation of capital, a dedicated investment strategy, and specific return targets. Caledonia exercises a 'buy to hold' philosophy, preferring to invest in high-quality companies that have established market positions, robust fundamentals, and leadership within their industries, as well as in private equity funds that have demonstrated success. Their diverse and globally dispersed investments result in a balanced and diversified portfolio. Caledonia Investments is active in a variety of sectors, including software, education, business solutions, hardware and manufacturing, IoT and wearables, CleanTech, financial services, leisure, media, property, industrial, service managed general funds, and technology sectors. With an investment minimum and maximum of £220,200,000, they seek to build wealth over generations and maintain a portfolio constructed with vision, adaptability, and solid judgement.