After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.
Exploring the world of investment trusts
Tag: Caledonia Investments
Caledonia Investments: Keeping It In The Family
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 Bets Big On Private Equity
Caledonia’s most recent financial year was pretty good, but its discount and costs remain an issue.
Key Information I’d Like To See
There’s a ton of information that investment trusts could put in the much-maligned Key Information Document. Here’s my wish list.
The Caledonia Conundrum: Will That Discount Ever Narrow?
Despite decent long-term performance and 51 years of rising dividends, Caledonia Investments continues to trade at discount of nearly 20%.
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