Caledonia Investments (LON:CLDN) reported a 5.4% net asset value total return for the year ended March 31, 2026, as positive contributions from all three of its investment pools were offset in part by market volatility, foreign exchange movements and a widening share price discount to NAV.
Chief Executive Officer Mat Masters said the year “once again demonstrated the strength of Caledonia’s distinctive model and long-term investment approach,” citing a diversified portfolio, disciplined capital deployment and a strong balance sheet. The company’s NAV rose to £3.0 billion, according to Chief Financial Officer Rob Memmott, with £2.8 billion invested across listed companies, private companies and funds.
