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Caledonia Investments (CLDN) held a funds spotlight event on 27 January, focusing on its funds pool. This funds pool constitutes about a third of CLDN's total assets. Over the past ten years to 30 September 2025, the funds pool delivered average returns of 13.3% per year.
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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