Caledonia Investments Plc (CDN.NZ)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 06:07PM EDT
Caledonia Investments Plc
Cayzer House
30 Buckingham Gate
Management information
Will J Wyatt,Lead manager since 20 July 2010
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGBP Flexible Allocation
Fund familyCaledonia Investments Plc
Net assets2.53B
YTD return3.82%
Yield0.40%
Morningstar ratingN/A1
Inception date17 Jul 1960
Fund operations
Last dividend0.46
Last cap gain0.00
Holdings turnover7.49%
Average for categoryN/A
Fees and expenses
ExpenseCDN.NZCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.