Caledonia Investments is one of several ‘family-run’ investment trusts that have very respectable long-term records but have struggled to keep up with global market indices in recent years.
-->
Exploring the world of investment trusts
Caledonia Investments is one of several ‘family-run’ investment trusts that have very respectable long-term records but have struggled to keep up with global market indices in recent years.
Caledonia’s most recent financial year was pretty good, but its discount and costs remain an issue.
There’s a ton of information that investment trusts could put in the much-maligned Key Information Document. Here’s my wish list.
Despite decent long-term performance and 51 years of rising dividends, Caledonia Investments continues to trade at discount of nearly 20%.
Copyright © 2018-2021 www.itinvestor.co.uk
Disclaimer: This site is for informational purposes only. We make no assertions as to the accuracy, completeness, suitability or validity of anything on this site.
We will not be liable for any errors or omissions or any damages arising from its display or use. Here's our privacy and cookie policy.