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Activities of investment trusts · London

Caledonia Investments

Caledonia Investments PLC

Cash down 41%Turnover up 72%ActiveLatest figures: 2026Group consolidated97 years on the register

Public limited company registered in London, classed under “Activities of investment trusts”.

Headline figures

FY to Mar 2026 · Group consolidated

Turnover

For subscribers

Profit after tax

£135m

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

What the numbers say

4 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£202420252026
Profit after tax£135m
Turnover
Net assets
Cash
Employees
Retained reserves

Every figure for all 3 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet202420252026
Current assets
of which cash
Creditors due within a year
Creditors due after a year
Net assets
Ratios
Profit marginProfit after tax as a share of turnover
Return on equityProfit after tax as a share of net assets
Current ratioCurrent assets for every £1 owed within a year
Cash ratioCash for every £1 owed within a year

5 balance-sheet lines and 4 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-18

  1. Shares
    Cancellation of shares. Statement of capital on 15 September 2026 · GBP 2,949,177.52 (and 73 more like it since 20 June 2026)
  2. Shares
    Purchase of own shares (and 18 more like it since 20 June 2026)
  3. Address
    Register inspection address has been changed
  4. Accounts
    Group of companies' accounts made up to 31 March 2026
  5. Directors
    Appointment of Mr Alastair Charles Vere Nicoll as a director on 15 September 2026
  6. Filing
    Resolutions
  7. Directors
    Termination of appointment of Charles William Cayzer as a director on 15 July 2026
  8. Directors
    Termination of appointment of David Coldwells Stewart as a director on 15 July 2026

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Caledonia Investments do?

Public limited company registered in London, classed under “Activities of investment trusts”. In its own words: “Caledonia is a FTSE250 self-managed investment trust with a long track record delivering consistent returns and progressive dividend payments.”

›How much turnover does Caledonia Investments make?

Answered in the full report

›Is Caledonia Investments profitable?

Yes: it made a profit after tax of £135m in the year to 31 March 2026, its latest filed accounts.

›Who runs and owns Caledonia Investments?

Its directors are Richard Webster, Farah Adiba Buckley, James Michael Beale Cayzer-Colvin, Guy Bryce Davison, Margaret Anne Farlow and 6 more. Its owners are shown to subscribers.

›Where is Caledonia Investments based?

Its registered office is Cayzer House, 30 Buckingham Gate, London, SW1E 6NN, in London.

›When was Caledonia Investments founded?

Caledonia Investments PLC was incorporated on 8 December 1928.

›Is Caledonia Investments still trading?

The register lists Caledonia Investments PLC as active.

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