Caledonia Investments Plc (CLDN)

Category GBP Flexible Allocation


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Sell

3,530.00p

Buy

3,540.00p

arrow-up45.00p (+1.29%)

Discount/Premium

-34.95%

Estimated NAV

5,372.784p

Prices updated at 23 Apr 2024, 14:57 BST
| Prices minimum 15 mins delay
|
Prices in GBX

Investment objective
The Company purpose is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to avoid permanent loss of capital.

arrow-up0.22%
LSE

3,495.00
Launch date18 Jul 1960
3,570.00p - 3,518.86p
3,700.00p - 3,110.00p
5,368.74 as of 31 Mar 2024
Ongoing charge audited (%)0.77
0.78
0.02
1.27
48,594.68
54.46m
1,903.32m
92.80
Semi-Annually
£2,925.93m
£2,883.81m
-34.57
-33.78
-28.51
Fund comparative indexFTSE AllSh TR GBP
MON
0.03m
1.10m
GB0001639920
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.