Caledonia Investments Archives – IT Investor

Q1 2021: Rotation, Rotation, Rotation

ITinvestor — Thu, 08 Apr 2021 14:00:29 +0000

After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark. Overall performance to 31 Mar 2021 Portfolio / Benchmark Q1 2021 Annualised since Jan 2018 My portfolio +1.8% +9.9% Vanguard FTSE Global All Cap (fund) +4.0% +9.9% Vanguard LifeStrategy 60 (fund) +0.9%…

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Caledonia Investments: Keeping It In The Family

ITinvestor — Thu, 03 Dec 2020 11:00:24 +0000

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. Its nearest equivalents are probably RIT Capital Partners and Hansa, rather than investment trusts like Witan and Brunner where the family concerned have now taken more of…

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Caledonia Bets Big On Private Equity

ITinvestor — Tue, 06 Aug 2019 08:00:24 +0000

Caledonia's most recent financial year was pretty good, but its discount and costs remain an issue.

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Key Information I’d Like To See

ITinvestor — Thu, 04 Apr 2019 11:35:09 +0000

There's a ton of information that investment trusts could put in the much-maligned Key Information Document. Here's my wish list.

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The Caledonia Conundrum: Will That Discount Ever Narrow?

ITinvestor — Fri, 14 Sep 2018 15:18:34 +0000

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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