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About the company
Caledonia Investments plc is a self-managed investment trust company. The Company holds investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It aims to achieve long-term compounded real returns, exceeding inflation by 3%-6% over the medium to long term. The public companies are categorized into Capital and Income portfolios. Its private capital investments focus on established United Kingdom mid-market businesses. The funds are allocated through indirect investments in private equity funds based in Asia and the United States, providing access to diversified opportunities in global markets. It invests in a range of sectors, such as industrials, information technology, consumer discretionary, funds of funds, financials, healthcare, materials, consumer staples, communication services, and other sectors. It invests in various regions, such as the United Kingdom and Channel Islands, Asia, Europe, and North America.
- Revenue in GBP (TTM)220.30m
- Net income in GBP185.30m
- Incorporated1928
- Employees76.00
- LocationCaledonia Investments PlcCayzer Hse, 30 Buckingham GateLONDON SW1E 6NNUnited KingdomGBR
- Phone+44 207 802 8080
- Fax+44 207 802 8090
- Websitehttps://www.caledonia.com/
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Profile
| Management group(s) | Caledonia Investments Plc. |
|---|---|
| AIC sector | Flexible Investment |
| ISIN | GB00BTNQ8K38 |
| Launch date | 18 Jul 1960 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company purpose is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to avoid permanent loss of capital.
Managed by
| Mat Masters |
|---|
Management & contract fees
The company is self-managed.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pantheon International PLC | 83.37m | 33.66m | 1.48bn | 0.00 | 42.49 | 0.6595 | -- | 17.78 | 0.0808 | 0.0808 | 0.1853 | 5.21 | 0.0327 | -- | 18.53 | -- | 1.32 | 8.26 | 1.32 | 8.35 | 45.16 | 85.20 | 40.37 | 83.08 | -- | -- | 0.1008 | 0.00 | -42.47 | -11.71 | -121.21 | -- | -- | -- |
| Law Debenture Corporation plc | 252.53m | 169.96m | 1.52bn | 301.00 | 8.85 | 1.43 | 8.82 | 6.02 | 1.28 | 1.28 | 1.91 | 7.95 | 0.2134 | -- | 7.05 | 838,976.80 | 14.36 | 4.69 | 14.64 | 4.85 | 96.63 | 92.19 | 67.30 | 46.22 | -- | 29.48 | 0.1367 | 81.39 | 32.00 | 1.09 | 29.00 | -5.69 | 65.30 | 5.20 |
| Ashmore Group plc | 153.10m | 113.50m | 1.58bn | 272.00 | 13.36 | 2.04 | 13.14 | 10.30 | 0.1656 | 0.1656 | 0.2232 | 1.08 | 0.1619 | -- | 2.77 | 562,867.60 | 12.35 | 11.67 | 14.33 | 13.30 | -- | -- | 76.29 | 54.41 | -- | -- | 0.0212 | 101.35 | -25.94 | -14.95 | -13.34 | -14.92 | -27.52 | 0.00 |
| Renewables Infrastructure Group Ltd | -104.20m | -129.90m | 1.61bn | 0.00 | -- | 0.6463 | -- | -- | -0.0535 | -0.0535 | -0.0431 | 1.04 | -0.039 | -- | -- | -- | -4.86 | 3.40 | -4.86 | 3.41 | -- | 99.77 | -- | 110.98 | -- | -5.73 | 0.00 | 173.46 | 34.22 | -- | -12.76 | -- | -- | 2.35 |
| Mercantile Investment Trust PLC | 41.24m | 17.57m | 1.73bn | 0.00 | 86.78 | 0.929 | -- | 41.85 | 0.0293 | 0.0293 | 0.0551 | 2.73 | 0.0172 | -- | 3.56 | -- | 0.7344 | 1.40 | 0.7374 | 1.41 | 46.87 | 62.42 | 42.60 | 58.50 | -- | -- | 0.1429 | 175.48 | 172.11 | -11.98 | 220.95 | -12.96 | -- | 3.66 |
| AJ Bell PLC | 317.85m | 105.12m | 1.73bn | 1.55k | 17.01 | 8.08 | 15.87 | 5.45 | 0.2557 | 0.2557 | 0.7728 | 0.5384 | 1.07 | -- | 4.97 | 205,062.60 | 35.52 | 32.45 | 46.93 | 40.07 | -- | -- | 33.07 | 31.22 | -- | -- | 0.0525 | 66.84 | 17.97 | 20.19 | 24.71 | 22.04 | 18.17 | 18.26 |
| Personal Assets Trust PLC | 168.57m | 152.91m | 1.73bn | 0.00 | 11.58 | -- | 11.34 | 10.28 | 0.4759 | 0.4759 | 0.5214 | -- | -- | -- | -- | -- | -- | 4.57 | -- | 4.61 | -- | 89.21 | 90.71 | 83.32 | -- | -- | -- | 30.27 | 111.40 | 12.17 | 159.64 | 11.92 | -- | 0.00 |
| Caledonia Investments plc | 220.30m | 185.30m | 1.74bn | 76.00 | 9.49 | 0.5789 | -- | 7.88 | 0.3498 | 0.3498 | 0.4134 | 5.74 | 0.0737 | -- | 26.54 | 2,898,684.00 | 6.20 | 10.98 | 6.24 | 11.31 | 85.61 | -- | 84.11 | 91.97 | -- | -- | 0.00 | 18.67 | -58.68 | -- | -67.57 | -- | -7.79 | 3.79 |
| BlackRock World Mining Trust Plc | 2.39m | -19.19m | 1.79bn | 0.00 | -- | 1.78 | -- | 751.58 | -0.0966 | -0.0966 | 0.0126 | 5.40 | 0.002 | -- | 0.2496 | -- | -1.62 | 6.73 | -1.82 | 7.64 | -594.60 | 85.47 | -803.98 | 82.02 | -- | -1,886.13 | 0.084 | 72.04 | -74.48 | -- | -51.85 | -- | -- | 0.893 |
| Allianz Technology Trust PLC | 152.78m | 141.51m | 1.82bn | 0.00 | 13.90 | 1.09 | -- | 11.90 | 0.3712 | 0.3712 | 0.4018 | 4.72 | 0.0891 | -- | -- | -- | 8.25 | 18.10 | 8.26 | 18.22 | 94.01 | 94.70 | 92.63 | 94.01 | -- | -- | 0.00 | 0.00 | 9.77 | 29.59 | 9.49 | 30.08 | -- | -- |
| HgCapital Trust plc | 89.66m | 78.28m | 1.84bn | 0.00 | 23.51 | 0.7451 | -- | 20.52 | 0.171 | 0.171 | 0.1959 | 5.40 | 0.0367 | -- | 0.5562 | -- | 3.20 | 14.45 | 3.20 | 14.48 | 96.30 | 99.08 | 87.30 | 95.46 | -- | 17.21 | 0.00 | 9.81 | 0.9314 | 6.62 | 2.42 | 5.87 | -- | 25.03 |
| TP ICAP Group PLC | 2.33bn | 175.00m | 1.86bn | 5.21k | 11.71 | 0.9705 | 6.83 | 0.7963 | 0.213 | 0.213 | 2.99 | 2.57 | 0.323 | -- | 6.79 | 447,964.70 | 2.20 | 1.34 | 5.27 | 2.41 | -- | -- | 6.82 | 3.58 | -- | 9.75 | 0.3351 | 101.57 | 2.83 | 4.21 | 125.68 | 20.04 | 14.17 | 1.40 |
| JPMorgan American Investment Trust PLC | 92.47m | 79.62m | 1.88bn | 0.00 | 25.54 | 1.06 | -- | 20.38 | 0.4377 | 0.4377 | 0.5144 | 10.50 | 0.0473 | -- | 38.31 | -- | 4.07 | 15.84 | 4.11 | 15.97 | 91.03 | 97.51 | 86.10 | 95.87 | -- | -- | 0.0376 | 5.81 | 46.96 | 19.47 | 48.22 | 19.48 | -- | 11.10 |
| Rathbones Group PLC | 1.03bn | 112.30m | 1.94bn | 3.52k | 20.40 | 1.36 | 10.79 | 1.87 | 1.05 | 1.05 | 9.65 | 15.73 | 0.2176 | -- | 2.33 | -- | 2.36 | 1.74 | 7.19 | 5.98 | 89.24 | 88.79 | 10.85 | 9.16 | -- | -- | 0.7159 | 109.22 | 2.02 | 21.11 | 71.45 | 33.33 | -8.25 | 6.58 |
| Greencoat UK Wind PLC | -45.38m | -192.62m | 2.04bn | 0.00 | -- | 0.7077 | -- | -- | -0.0871 | -0.0871 | -0.0204 | 1.33 | -0.0092 | -- | -- | -- | -3.91 | 5.02 | -4.01 | 5.20 | -- | 91.67 | -- | 70.34 | -- | -0.6364 | 0.3737 | 84.67 | -173.59 | -- | -247.59 | -- | -- | 7.87 |
Data as of Mar 04 2026. Currency figures normalised to Caledonia Investments Plc's reporting currency: UK Pound GBX
4.84%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Pacific Capital Partners Ltd.as of 30 Jan 2026 | 5.77m | 1.11% |
| BlackRock Investment Management (UK) Ltd.as of 27 Feb 2026 | 5.47m | 1.05% |
| Vanguard Asset Management Ltd.as of 31 Dec 2025 | 4.11m | 0.79% |
| First Eagle Investment Management LLCas of 31 Dec 2025 | 2.90m | 0.56% |
| HSBC Global Asset Management (UK) Ltd.as of 05 Feb 2026 | 1.71m | 0.33% |
| Jupiter Asset Management Ltd.as of 30 Nov 2025 | 1.50m | 0.29% |
| CG Asset Management Ltd.as of 30 Jan 2026 | 1.03m | 0.20% |
| Legal & General Investment Management Ltd.as of 31 Dec 2025 | 949.69k | 0.18% |
| BlackRock Advisors (UK) Ltd.as of 06 Feb 2026 | 913.13k | 0.18% |
| Unicorn Asset Management Ltd.as of 31 Jan 2026 | 859.25k | 0.17% |
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Data from 30 Sep 2025 - 31 Jan 2026Source: FactSet Research Systems Inc.
