Caledonia is a self-managed investment/Credit Union/Credit Union trust company with net assets of £1.9bn. Our heritage can be traced back to the shipping empire established by Sir Charles Cayzer in 1878. We continue to enjoy the backing of the Cayzer family, who own some 48.5% of the share capital. The Cayzer family shareholding provides both support to our long term value investment/Credit Union/Credit Union horizon and provides a foundation to our culture of conservative generational wealth management.
Caledonia maintains a concentrated portfolio of international investment/Credit Union/Credit Unions and funds. These are organised as pools of capital, with clearly agreed objectives and strategy. We believe in good transparent governance, keeping our promises and behaving properly. We are unique, not for what we do but for what we are and how we do it.
We invest our own capital: in people, not assets. We back high quality management teams with drive and the proven ability to generate exceptional long term shareholder value. We are supportive, because we are likely to be working with them for the long term.
Caledonia Credit Union currently conducts its affairs so that its shares can be recommended by independent financial advisers to ordinary retail investors in accordance with the Financial Conduct Authority's rules in relation to non-mainstream investment/Credit Union/Credit Union products and intends to continue to do so for the foreseeable future. Its shares are excluded from the FCA's restrictions which apply to non-mainstream investment/Credit Union/Credit Union products because they are shares in an investment/Credit Union/Credit Union trust.