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Data as at: 09/07/2026

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 8.9 26.3 38.0 124.2
Flexible Investment AIC sector Share price total return 13.0 31.7 21.1 91.1
Caledonia Investments NAV total return 9.2 22.6 55.3 150.8
Flexible Investment AIC sector NAV total return 11.4 30.3 34.1 123.9
Return type 1 year 3 years 5 years 10 years
Caledonia Investments Share price total return 10,890 12,630 13,800 22,420
Flexible Investment AIC sector Share price total return 11,300 13,170 12,110 19,110
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Discrete annual performance (%) Discrete annual performance (£)

Return type 09/07/21 - 22 09/07/22 - 23 09/07/23 - 24 09/07/24 - 25 09/07/25 - 26
Caledonia Investments Share price total return 15.5 -5.4 12.2 3.4 8.9
Caledonia Investments NAV total return 20.1 4.4 8.4 3.3 9.2
Return type 09/07/21 - 22 09/07/22 - 23 09/07/23 - 24 09/07/24 - 25 09/07/25 - 26
Caledonia Investments Share price total return 11,550 9,460 11,220 10,340 10,890
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