Overview Performance Portfolio ESG Dividends Charges Gearing Research Announcements Management Documents Invest Engage

Data as at: 09/04/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Caledonia Investments Share price total return 2.1 4.3 38.0 88.9
Flexible Investment AIC sector Share price total return 13.5 18.7 17.6 76.2
Caledonia Investments NAV total return 6.5 17.9 59.4 144.5
Flexible Investment AIC sector NAV total return 13.6 23.6 36.2 124.0
Return type 1 year 3 years 5 years 10 years
Caledonia Investments Share price total return 10,210 10,430 13,800 18,890
Flexible Investment AIC sector Share price total return 11,350 11,870 11,760 17,620
Scroll

Discrete annual performance (%) Discrete annual performance (£)

Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Caledonia Investments Share price total return 30.2 1.7 -1.4 3.6 2.1
Caledonia Investments NAV total return 28.1 5.3 7.4 3.3 6.5
Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Caledonia Investments Share price total return 13,020 10,170 9,860 10,360 10,210
Scroll

Interactive chart

You can customise this chart in different ways. Select your preferred time period (the default is five years), use the dropdown filters to the right to show actual share prices and NAVs, or click the tick boxes to quickly add sector averages or a comparative index (where available). To add another company try our full interactive chart.

Loading

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.