Update from QuotedData

Summary by AI ^BETAClose X

Caledonia Investments' funds pool, representing approximately one-third of its total assets, has demonstrated strong performance, averaging 13.3% annually over the past ten years to September 30, 2025. This segment, which invests in North America and Asia through local managers, has delivered the highest returns among Caledonia's three portfolio segments, highlighting attractive market opportunities and the company's unique access to these regions as often the sole foreign investor.

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Caledonia Investments PLC

19 March 2026

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Caledonia Investments - Update from QuotedData

19 March 2026

A deep diver into Caledionia's funds pool

Caledonia Investments (CLDN) held a funds spotlight event on 27 January, where its managers gave a detailed overview of its funds pool. This pool is one of three parts of CLDN's portfolio, sitting alongside investments in public and private companies. It makes up about a third of total assets. The funds pool invests in North America and Asia, which the team see as highly attractive markets with structural advantages. This is especially true when working with skilled and knowledgeable local managers.

This is the third and final report on the different segments of CLDN's portfolio. The recent funds event highlighted the strong opportunities in North America and Asia and CLDN's unique access to these markets. Often, CLDN is the only foreign investor in these funds. Over the past ten years, the funds pool has delivered the highest returns of CLDN's three segments, averaging an impressive 13.3% per year to 30 September 2025.

Full Research:

https://quoteddata.com/research/caledonia-investments-a-deep-dive-into-caledonias-funds-pool-qd/

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