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Data as at: 09/01/2025
Fund manager benchmark
FTSE AllSh TR GBP
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Caledonia Investments | Share price total return | 1.8 | -1.9 | 30.5 | 101.2 |
| Flexible Investment AIC sector | Share price total return | 9.7 | -4.2 | 18.1 | 78.0 |
| Caledonia Investments | NAV total return | 8.4 | 23.5 | 67.5 | 157.6 |
| Flexible Investment AIC sector | NAV total return | 8.8 | 7.2 | 39.6 | 111.7 |
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Discrete annual performance (%)
| Return type | 09/01/20 - 21 | 09/01/21 - 22 | 09/01/22 - 23 | 09/01/23 - 24 | 09/01/24 - 25 | |
|---|---|---|---|---|---|---|
| Caledonia Investments | Share price total return | -5.1 | 40.4 | -4.9 | 1.9 | 1.8 |
| Caledonia Investments | NAV total return | -0.8 | 35.0 | 8.1 | 5.2 | 8.4 |
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Interactive graph
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
