CLDN.L Overview

Company Profile

Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.

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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile

5 Metrics

Country

Region

Sector

Financial Services

Industry

Asset Management

Website

https://www.caledonia.com

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High

5Y Volatility

4430.1% p.a.

Max Drawdown (5Y)

-25.5%

Sharpe Ratio (5Y)

0.03

Beta Factor

0.82

Size Class

Small Cap

Notes & Warnings

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Exemplary balance sheet strength: Very solid ratio of equity to debt.

Elevated Short-Term Volatility: 3Y volatility (5708.7%) is noticeably higher than the 5Y average (4430.1%).

Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (4430.1% p.a.).