 | |
| Company type | Public |
|---|---|
| LSE: CLDN FTSE 250 component | |
| Industry | Investment trust |
| Headquarters | London, England, UK |
| Website | caledonia |
Caledonia Investments plc is a self-managed investment trust company based in London, England. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
The company which became Caledonia Investments was incorporated in 1928 as the Foreign Railways Investment Trust Ltd. [1] It was acquired by the Cayzer family in 1951 to hold their diverse interests and was renamed Caledonia Investments Ltd. [1] 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 . [2] In 1960 the company was listed on the London Stock Exchange and in 1981 their name was changed to Caledonia Investments PLC. After their holding in British & Commonwealth was sold in 1987, Caledonia Investments became a diversified trading and investment company, [3] which in turn was converted into a UK Investment trust company on 1 April 2003. [4] The Cayzer family collectively owns some 48.5% of the share capital of Caledonia Investments plc. [5]
Caledonia is a self-managed investment trust. 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. David Stewart is the chair and Mat Masters the chief executive. [6]
The Financial Times Stock Exchange 100 Index, also called the FTSE 100 Index, FTSE 100, FTSE, or, informally, the "Footsie", is the United Kingdom's best-known stock market index of the 100 most highly capitalised blue chips listed on the London Stock Exchange.
Associated British Foods plc (ABF) is a British multinational food processing and retailing company headquartered in London, England.
Old Mutual Limited is a pan-African investment, savings, insurance, and banking group. It is listed on the Johannesburg Stock Exchange, the Zimbabwe Stock Exchange, the Namibian Stock Exchange and the Botswana Stock Exchange. It was founded in South Africa by John Fairbairn in 1845 and was demutualised and listed on the London Stock Exchange and other stock exchanges in 1999. It introduced a new strategy, called 'managed separation', that entailed the separation of its four businesses – Old Mutual Emerging Markets, Nedbank, UK-based Old Mutual Wealth and Boston-based Old Mutual Asset Management (OMAM) – into standalone entities in 2018. This led to the demerger of Quilter plc and the unbundling of its shareholding in Nedbank. The business, which is now largely based in South Africa, provides sponsorship and supports bursaries at South African universities.
Associated British Ports owns and operates 21 ports in the United Kingdom, managing around 25 per cent of the UK's sea-borne trade. The company's activities cover transport, haulage and terminal operations, ship's agency, dredging and marine consultancy.
Investec is an Anglo-South African international banking and wealth management group. It provides a range of financial products and services to a client base in Europe, Southern Africa, and Asia-Pacific.
The Clan Line was a passenger and cargo shipping company that operated in one incarnation or another from the late nineteenth century and into the twentieth century.
Bank of Georgia Group PLC is a UK incorporated, Georgian financial services holding company with its registered office in London, England, and its corporate headquarters in Tbilisi, Georgia. Its legal predecessor, Bank of Georgia Holdings, was formed in the UK in October 2011 to combine the shares of the Bank of Georgia and its subsidiaries under one company for direct trading on the stock exchange.
London Stock Exchange Group plc, also known as LSEG, is a global provider of financial markets data and infrastructure. Headquartered in the City of London, England. It owns the London Stock Exchange, Refinitiv, LSEG Technology, FTSE Russell, and majority stakes in LCH and Tradeweb.
Assura PLC is a British-based property business headquartered in Altrincham. It designs, builds, invests in and manages General Practitioner ('GP') and primary care buildings in the UK. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Hunting plc is a British-based supplier to the oil and gas industry. Some 27% of the business is owned by the Hunting family. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
City of London Investment Trust is a large British investment trust dedicated to investments in UK equities. Established in 1861, the company is a constituent of the FTSE 250 Index; it is also listed on the New Zealand Stock Exchange. The chairman is Sir Laurie Magnus, and the manager since 1991 has been Job Curtis. The fund is managed by Janus Henderson.
Witan Investment Trust plc is a multi-managed, global equity investment trust. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Rathbones Group Plc is a UK provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
British and Commonwealth Holdings plc was a financial services company which used to be a constituent of the FTSE 100 Index.
Primary Health Properties plc is a British-based real estate investment trust, specialising in the rental of flexible and modern primary healthcare facilities within the United Kingdom and Ireland. The company is listed on the London Stock Exchange and is also a constituent of the FTSE 250 Index
ICG Enterprise Trust plc is a large investment company. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. In particular it is one of the largest investment trusts on the stock exchange with a market capitalisation of £820 million as at 27 November 2023.
Safestore is the UK’s largest and Europe’s second largest provider of self-storage. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Nigel Cayzer is a British businessman and chairman of two London-listed funds: Aberdeen Asian Smaller Companies Investment Trust and Oryx International Growth Fund. He served as chairman of the cancer care charity Maggie's from 2005 to 2014.
Bellevue Healthcare Trust is a large British investment trust dedicated to investments in listed or quoted healthcare companies on a worldwide basis. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.