Search Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Funds We seek diversified fund holdings in private capital that provide long-term and consistent returns in geographic markets that counterbalance our quoted equity and UK-centric private capital investments. We seek to partner with some of the world’s most talented managers in long and profitable relationships. We focus on regions that are the engines of well-proven global growth, namely Asia and North America. Our relationships tend to span multiple fund vintages and therefore we often become significantly involved in the way the fund develops and is governed through sitting on the advisory board. The consistent performance of our funds has played a key role in the overall returns achieved by Caledonia Investments. Introducing Funds International expertise, local partnerships. Watch film "Caledonia has developed relationships with some of the world’s most talented investment managers and, through careful fund selection, has enabled access to excellent investment returns.” Jamie Cayzer-Colvin Head of Caledonia Funds Meet the Funds team Performance Data Over 1 Yr Over 3 Yrs Over 5 Yrs Absolute Return 44.7% 67.1% 118.4% Annualised Return 44.7% 18.7% 16.9% as at 30 September 2021 Holdings Top Holdings Value (£m) Aberdeen US PE funds 118.2 Axiom Asia funds 91.5 Asia Alternatives funds 51.9 LYFE 43.4 Stonepeak funds 41.5 Decheng funds 33.8 JF Lehman funds 31.7 Pacific Alliance fund 29.7 Unicorn funds 25.8 467.5 Remaining holdings 283.6 Total 751.1 as at 30 September 2021 Geographic distribution 51% North America 48% Asia 1% UK Sector distribution 26% Industrials 20% Healthcare 17% Consumer services 6% Financial 14% Energy 12% Technology 4% Consumer goods 1% Telecommunications as at 30 September 2021 Our geographical analysis reflects listing location. 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