25th Nov 2025 11:16
(Alliance News) - Caledonia Investments PLC on Tuesday reported "continued progress" across its investment pools as it posted half-year gains in its net asset value.
The London-based trust invests in both public companies and private capital globally.
Caledonia Investments reported a NAV total return of 4.4% for the six months that ended September 30.
NAV per share improved 3.2% to 566 pence from 548p at March 31, with the overall NAV rising to GBP3.01 billion from GBP2.93 billion.
The company noted its 10:1 share split executed in July, making its shares more accessible to a broader range of investors.
The trust reported a "strong" portfolio performance, with a 9.9% total return from Public Companies, 7.7% from Private Capital, but with this partly offset by minus 2.2% seen in Funds.
In terms of public companies, Oracle Corp was a strong performer as it generated returns of 110.5%, along with Microsoft Corp's 32.9% and Alibaba Group Holding Ltd 31.3%.
Its shares edged up 0.1% to 375.50 pence on Tuesday morning in London.
"Caledonia has delivered another strong performance over the first half of the year, with continued progress across our investment pools and particularly good results from both our Public Companies and Private Capital strategies," said Chief Executive Mat Masters.
"While the macroeconomic uncertainty that characterised the end of the last financial year has continued into the first half, our objective remains, as ever, on preserving and growing capital in real terms, looking through short-term market cycles and positioning Caledonia for sustained long-term value creation."
By Christopher Ward, Alliance News reporter
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