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 NZX 50 Down 0.17%

Caledonia Investments PLC (CDN.NZ)

3,312.00 Down 14.00(0.42%) 13 Jan
Prev Close:3,326.00
YTD Return*:3.96%
Net Assets*:1.59b

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in GBp.


Caledonia Investments PLC (CDN.NZ)

Top Holdings

Symbol% AssetsYTD Return %
Park Holidays6.90N/A
Capital Today China5.52N/A
Seven Investment Management4.48N/A
The Sloane Club3.61N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.59b
Category:GBP Flexible Allocation
Total Expense Ratio:NaN%

Performance & Risk

YTD Return:3.96%
5y Avg Return:8.34%
Rank in Category (ytd):13
% Rank in Category (ytd):2.1%
Beta (3y):0.71
Morningstar Risk Rating:3

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
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