World Library  
Flag as Inappropriate
Email this Article

Caledonia Investments

Article Id: WHEBN0016186878
Reproduction Date:

Title: Caledonia Investments  
Author: World Heritage Encyclopedia
Language: English
Subject: BH Macro, Kennedy Wilson Europe Real Estate, Polar Capital Technology Trust, Aberforth Smaller Companies Trust, Bluecrest Allblue Fund
Publisher: World Heritage Encyclopedia

Caledonia Investments

Caledonia Investments plc (LSE: CLDN) is a UK investment trust company based in London and is listed on the London Stock Exchange.


Caledonia is a self‐managed investment trust with net assets of £1.3bn (31 March 2013). It takes significant holdings in listed equities, private companies and funds. Taking a long term investment approach, Caledonia Investments is a value investor with a global outlook. [1] It invests in 30-40 companies at any one time.[2] Roderick Kent is the chairman and Will Wyatt the chief executive.[3]


The company which became Caledonia Investments was incorporated in 1928 as the Foreign Railways Investment Trust Ltd.[4] It was acquired by the Cayzer family in 1951 to hold their diverse interests and was renamed Caledonia Investments Ltd.[4] In 1955 Caledonia acquired the Cayzer family's interest in the British & Commonwealth Shipping Co. Ltd, formed out of the merger of Clan Line (started by the Cayzer family in 1881) and Union-Castle Line.[4] In 1960 the company was listed on the London Stock Exchange and in 1981 their name was changed to Caledonia Investments PLC.[4] After their holding in British & Commonwealth was sold in 1987, Caledonia Investments became a diversified trading and investment company, which in turn was converted into a UK Investment trust company on 1 April 2003.[5] The Cayzer family collectively owns some 48% of the share capital of Caledonia Investments plc.[6]


  1. ^ Caledonia Factsheet 31 March 2013
  2. ^
  3. ^
  4. ^ a b c d
  5. ^ Annual report 2003
  6. ^

External links

  • Homepage of Caledonia
  • JP Morgan Case Study about Caledonia Investments Plc
This article was sourced from Creative Commons Attribution-ShareAlike License; additional terms may apply. World Heritage Encyclopedia content is assembled from numerous content providers, Open Access Publishing, and in compliance with The Fair Access to Science and Technology Research Act (FASTR), Wikimedia Foundation, Inc., Public Library of Science, The Encyclopedia of Life, Open Book Publishers (OBP), PubMed, U.S. National Library of Medicine, National Center for Biotechnology Information, U.S. National Library of Medicine, National Institutes of Health (NIH), U.S. Department of Health & Human Services, and, which sources content from all federal, state, local, tribal, and territorial government publication portals (.gov, .mil, .edu). Funding for and content contributors is made possible from the U.S. Congress, E-Government Act of 2002.
Crowd sourced content that is contributed to World Heritage Encyclopedia is peer reviewed and edited by our editorial staff to ensure quality scholarly research articles.
By using this site, you agree to the Terms of Use and Privacy Policy. World Heritage Encyclopedia™ is a registered trademark of the World Public Library Association, a non-profit organization.

Copyright © World Library Foundation. All rights reserved. eBooks from Project Gutenberg are sponsored by the World Library Foundation,
a 501c(4) Member's Support Non-Profit Organization, and is NOT affiliated with any governmental agency or department.