RCS - Caledonia Investmnts - Update from QuotedData

Caledonia InvestmentsAnnouncement

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RNS Number : 3293X  Caledonia Investments PLC  19 March 2026

 

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

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(http://www.quoteddata.com) where you will also find news, performance data
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NB: Marten & Co was paid to produce this note Caledonia Investments Plc,
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reader to deal in the security or securities mentioned in this report. Please
read the important information at the back of this note. QuotedData is a
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