Caledonia Investments is a self-managed investment trust. It was acquired by the Cayzer family in 1951 as a holding company for their shipping interests and morphed over the years into the family investment trust – they still own a large percentage of the shares and have a large influence on the fund’s investment policy. Caledonia owns a globally diversified range of quoted and unquoted equities and funds and stresses its long-term approach to managing money with an emphasis on providing development capital for growing businesses.
We have written a note that seeks to explain the workings of the trust:
Time well invested was published on 15 July 2024
The fund’s website can be found here.