Search Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Why choose Caledonia? Invest with us 1. Balance and quality of our investments A well-balanced portfolio with a history of delivering reliable, long-term capital growth and a track record of rising dividends. Historically, we have achieved 10% p.a. returns as a direct result of our carefully calibrated, well-balanced structure (quoted stocks, funds, private capital). 2. Our investment expertise We are long-term investors – not traders. We understand before we buy, we buy to hold, and we do not speculate. We have a vastly experienced, stable, in-house team of investment professionals incentivised to deliver long-term wealth creation. 3. Our distinctive model and clear strategy We are focused on a relatively small number of carefully selected holdings across asset classes and geographies. Our structure, as an investment trust, is tax efficient and the right vehicle for long-term growth. It means that we are not vulnerable to sudden fund outflows and, as an investor, you will not find yourself trapped in an investment in a private company. 4. Access to a wide range of global opportunities We are a long-term business and work hard to develop a broad pipeline of diverse, quality investment opportunities. Our reputation and network provide access to a wide range of private equity deals in the UK market and, on an international basis, to an array of proven, experienced private equity fund managers. News & media Read the latest updates from around Caledonia and the industry. Find out more Results & reports Browse and download from our library of results announcements, annual reports and presentations. Find out more Factsheets Download our monthly factsheets for performance reviews and news. Find out more 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