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Caledonia Investments plc (CLDN) Ordinary 5p

Sell:2,980.00p Buy:3,000.00p 0 Change: 20.00p (0.68%)
FTSE 250:1.11%
Market closed Prices as at close on 25 November 2020 Prices delayed by at least 15 minutes | Switch to live prices |
Sell:2,980.00p
Buy:3,000.00p
Change: 20.00p (0.68%)
Market closed Prices as at close on 25 November 2020 Prices delayed by at least 15 minutes | Switch to live prices |
Sell:2,980.00p
Buy:3,000.00p
Change: 20.00p (0.68%)
Market closed Prices as at close on 25 November 2020 Prices delayed by at least 15 minutes | Switch to live prices |
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Objective

The company aim is to grow the NAV and annual dividends paid to shareholders over the long term, with careful attention paid to the risks being taken to achieve this. The portfolio contains many unquoted assets, when measuring investment performance, in the short to medium term, we aim to grow NAVTR between RPI+3% to RPI+6% representing a real return commensurate with longer term market outperformance. Over a 5-10 year timeframe, it is more appropriate to compare portfolio performance to the FTSE All-Share Total Return, which the company aims to outperform.
Security Weight
Deep Sea Electronics 6.72%
Cobehold 5.34%
Stoneridge Inc 4.91%
Seven Investment Mgmt 4.65%
Cooke Optics 4.16%
Liberty Group Ltd 2.78%
Buzz Bingo 2.25%
Microsoft Corp 2.18%
Oracle Corp 2.03%
Watsco Inc 1.88%
Sector Weight
Industrials 5.67%
Technology 4.22%
Financial Services 3.89%
Healthcare 2.84%
Consumer Defensive 1.79%
Communication Services 1.75%
Consumer Cyclical 1.55%
Country Weight
United States 13.19%
United Kingdom 4.44%
South Africa 2.78%
Cote d'Ivoire 1.55%
Canada 0.10%
Switzerland 0.08%
Hong Kong 0.04%
Finland 0.01%

Fee Structure

The company is self-managed.

Dividend Policy

Has a policy of delivering a progressive annual dividend growth. In addition, the company may supplement the annual dividend with special dividends when the board considers it appropriate.

ASSET SPLIT

Total number of holdings: 34.

Trust Manager

Will Wyatt

Manager Bio

Not currently available for this investment trust.

Board Of Directors

David StewartChairman, Charles Cayzer, William Wyatt, Guy Davison, Jamie Cayzer-Colvin, Shonaid Jemmett-Page, Stuart Bridges, Tim Livett, Claire Howard

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Objective, holding data, trust manager and bio information, dividend policy, asset split and fee structure are provided by Morningstar.

The London Stock Exchange does not disclose whether a trade is a buy or a sell so this data is estimated based on the trade price received and the LSE-quoted mid-price at the point the trade is placed. It should only be considered an indication and not a recommendation.

Trades priced above the mid-price at the time the trade is placed are labelled as a buy; those priced below the mid-price are sells; and those priced close to the mid-price or declared late are labelled 'N/A'.