Search Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Performance highlights Caledonia Investments at a glance – see how our performance stacks up over time, from NAV to share price and dividends. NAV performance Caledonia’s strategy is to deliver long-term performance in excess of the FTSE All-Share. The success of our investment activity is reflected in our net asset value (NAV) per share. The chart below shows return performance over the last ten years and the table below shows annual performance for each of the last five years. NAV total return over ten years Caledonia NAVTR index FTSE All-Share TR index Annual performance to 31 March NAV total return (NAVTR) Total shareholder return (TSR) Annual dividend growth 20212020201920182017 25.9% -8.1%10.9%1.4%18% 11.1%-16.7%14.8%1.6%21.1% 2.9% 3.0% 4.0% 4.0% 4.2% Returns all assume the notional reinvestment of dividends on the ex-dividend date. The success of our investment activity is reflected in our net asset value (NAV) per share. The chart below shows NAV performance over various periods. The investment performance has been strong over the long term, but shorter periods demonstrate that the value of investments can go down as well as up. Periodic NAV total return Caledonia NAVTR Caledonia TSR FTSE All-Share TR Cumulative performance to 31 Mar 2021 Total return (NAVTR) Total Shareholder return (TSR) FTSE (All Share) Dividend growth 1 year3 years5 years10 years20 years 25.9% 28.2%53.4%129.2%447.3% 11.1%6.3%30.7%98.8%439.5% 26.7%9.9%35.7%79.0%182.9% 2.9% 10.4%19.6%69.5%162.1% with increases in line or slightly ahead of inflation extending to 54 years. Dividends Caledonia has had a progressive dividend policy for many years; the chart below illustrates the growth in annual dividends over the last 20 years, with increases in line or slightly ahead of inflation extending to 54 years. We are recognised by the AIC as a Dividend Hero. Annual dividend Dividend (p/share) RPI (rebased) Annual dividend for 2021 of 62.9p/share -compared over time Dividend growth to 2021 Growth over the period to Mar 2021 RPI growth to 2021 2016 5 years2011 10 years2006 15 years2001 20 years 52.6p37.1p29.6p24.0p 20%70%113%162% 14%28%52%72% Share price performance Caledonia has generated growth in NAV total return over the longer term – as shown above. This is reflected in a combination of growing annual dividends, occasional special dividend payments and share price performance. Over the longer term, share price growth is significant. Share price Share price (p) Share price at 31 Mar 2021 of 2645p -compared over time Share price at 31 Mar (p/share) Share price growth to 31 Mar 2021 Annualised growth to 31 Mar 2021 2016 5 years2011 10 years2006 15 years2001 20 years 2285p1725p1980p797.5p 31%99%90%440% 5.5%7.1%4.4%8.8% Source: Caledonia Investments plc and FTSE International Limited (‘FTSE’) © FTSE 2021. ‘FTSE®’ is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under license. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent. Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Privacy & cookies policy Terms & conditions Modern slavery statement Tel: 020 7802 8080 Email: enquiries@caledonia.com © 2021 Caledonia Investments plc. Registered in England and Wales. Company number 00235481 Registered office: Cayzer House, 30 Buckingham Gate, London SW1E 6NN Our use of cookies We use cookies to optimise site functionality and give you the best possible experience. AcceptCookie Preferences