Skip to search.
 NZX 50 Up 0.23%

Caledonia Investments PLC (CDN.NZ)

2,807.00 Up 18.00(0.65%) 9 Oct
Prev Close:2,789.00
YTD Return*:1.60%
Net Assets*:1.49b

* As of 31-Aug-15

Quotes delayed, except where indicated otherwise. Currency in GBp.
Caledonia Investments PLC (CDN.NZ)

Top Holdings

Symbol% AssetsYTD Return %
Capital Today China6.20N/A
Park Holidays6.05N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.49b
Category:GBP Flexible Allocation
Total Expense Ratio:NaN%

Performance & Risk

YTD Return:1.60%
5y Avg Return:9.26%
Rank in Category (ytd):22
% Rank in Category (ytd):3.94%
Beta (3y):0.77
Morningstar Risk Rating:4

Fund Summary

To achieve consistently a long term shareholder return in excess of the FTSE All-Share Total Return, through a combination of capital growth and the maintenance of a progressive dividend. The focus is on investing in, and then managing, a number of significant stakes in companies and situations where it is believed there to be good opportunities for building value. Disposals of investments will be made at a time and in a manner consistent with the Company's reputation as a supportive long term investor combined with the requirement to maximise shareholder value. Through holding a diversified portfolio, the company aims to maintain a medium overall risk position and to achieve a positive total return over rolling five year periods. View More
Your browser doesn't support canvas
Submit Feedback