Caledonia Investments

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This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form.

If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form.

Fund Description

Investment Objective

The company aim is to grow the NAV and annual dividends paid to shareholders over the long term, with careful attention paid to the risks being taken to achieve this. The portfolio contains many unquoted assets, when measuring investment performance, in the short to medium term, we aim to grow NAVTR between RPI+3% to RPI+6% representing a real return commensurate with longer term market outperformance. Over a 5-10 year timeframe, it is more appropriate to compare portfolio performance to the FTSE All-Share Total Return, which the company aims to outperform.

AIC Sector classification: Flexible Investment

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