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Caledonia is a successful, self-managed investment trust company, quoted on the London Stock Exchange, with a strong record of creating value for shareholders. Caledonia's portfolio of investments is diversified, with broad and international scope. Initial investments are typically within the £10m to £25m range.
Caledonia invests in and actively manages a focused portfolio of significant stakes in companies and situations where it believes there to be good opportunities for building value. Caledonia's objective is consistently to achieve a long term shareholder return in excess of the FTSE All-Share Total Return whilst maintaining a progressive annual dividend.
Ten largest holdings
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| Name |
Business |
£m |
% |
| Close Brothers |
Merchant banking |
156.3 |
13.8 |
| British Empire Securities |
Investment trust |
123.1 |
10.9 |
| Cobepa |
Investment company |
68.3 |
6.0 |
| Oval |
Insurance broking |
49.4 |
4.4 |
| Avanti Communications |
Satellite communications |
47.2 |
4.2 |
| Bristow Group |
Helicopter services |
45.1 |
4.0 |
| London & Stamford Property |
Property investment |
40.3 |
3.5 |
| Melrose Resources |
Oil and Gas E&P |
40.1 |
3.5 |
| Rathbone Brothers |
Fund management |
38.9 |
3.4 |
| Eddington Capital funds |
Funds of hedge funds |
36.2 |
3.2 |
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644.9 |
56.9 |
| Other investments |
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491.1 |
43.4 |
| Cash and other net assets |
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(3.7) |
(0.3) |
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| Net assets |
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1,132.3 |
100.0 |
| (30th September 2009) |
Caledonia Investments plc
Cayzer House
30 Buckingham Gate
London
SW1E 6NN
Telephone: 020 7802 8080
Fax: 020 7802 8090
Email: enquiries@caledonia.com
Website: www.caledonia.com
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