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Caledonia Investments
Change of Adviser
Business
Feb 6 2025
4 min read

Change of Adviser

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Caledonia Investments plc

 

Appointment of Joint Corporate Broker

 

The board of Caledonia Investments plc (the "Company") announces that it has appointed Peel Hunt LLP to act as joint corporate broker along with J.P. Morgan Cazenove, the Company's incumbent corporate broker, with immediate effect.

 

Enquiries

 

Company contacts


Caledonia Investments plc

+44 20 7802 8080

investorrelations@caledonia.com

 

Mat Masters

Chief Executive Officer

 

Rob Memmott

Chief Financial Officer

 


Media contacts


Teneo

+44 20 7353 4200

Tom Murray

Robert Yates

 

caledonia@teneo.com

Joint Brokers


Peel Hunt LLP

+44 20 7418 8900

Luke Simpson / Charles Batten / Huw Jeremy (Investment Banking)

Alex Howe (Sales)

 

J.P. Morgan Cazenove

+44 20 7742 4000

William Simmonds (Investment Banking)

 

 

6 February 2025

 

Caledonia Investments plc

 

Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders.

 

Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term, and the FTSE All-Share index over 10 years.

 

We are a long-term investor and hold investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. Each has a strategic allocation of capital, investment strategy and target return. The result is a well-balanced diversified portfolio of investments with a global reach.

 

For additional information on Caledonia, please visit www.caledonia.com.

 

END