Data as at: 22/02/2024

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Caledonia Investments Share price total return -2.3 37.0 30.6 128.1
Flexible Investment AIC sector Share price total return -2.6 3.2 9.4 68.3
Caledonia Investments NAV total return 5.5 58.3 67.6 174.7
Flexible Investment AIC sector NAV total return 1.8 18.9 39.9 110.0
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Discrete annual performance (%)

Return type 22/02/19 - 20 22/02/20 - 21 22/02/21 - 22 22/02/22 - 23 22/02/23 - 24
Caledonia Investments Share price total return 5.7 -9.8 30.0 7.8 -2.3
Caledonia Investments NAV total return 8.9 -3.0 34.8 10.5 5.5
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Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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