CALEDONIA INVESTMENTS PLC.
CLDN.LSE | Trusts, funds and similar financial entities
Caledonia Investments PLC is a self-managed investment trust company. The Company focuses on achieving long-term growth in capital and income. It invests in a portfolio of international quoted companies, unquoted businesses and funds. Its quoted equity portfolio is managed with a long-term global pe...Show More
Better Health for All
0
No specific, concrete data points were found in the provided articles that directly align with the quantitative thresholds or specific definitions of the 'Better Health for All' KPIs for Caledonia Investments PLC. While the company invests in healthcare and life sciences sectors
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, and its charitable foundation supports various social initiatives
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,
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, the evidence does not provide the necessary percentages of portfolio impact, revenue from harmful products, user safety data, health product pricing, specific health equity program outcomes, or direct health-related R&D expenditure required by the rubric. Information regarding employee well-being initiatives within investee companies
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or general environmental risk disclosures
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was not considered relevant to the specific health-focused KPIs.
Fair Money & Economic Opportunity
0
Caledonia Investments PLC is a self-managed investment trust that invests in other companies and funds, rather than directly providing financial services such as lending, insurance, or banking to consumers. As such, the company does not have customers in the context of consumer financial products, nor does it operate financial service access points. Therefore, KPIs related to customer share, pricing, fees, loan books, data portability, lending compliance, wealth building outcomes, debt burden, geographic service points, and product simplicity are not applicable to its core business model. While the company's Charitable Foundation made a grant of £300,000
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and supported projects in Cornwall with over £250,000 in 2023
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for financial education and distress prevention, the annual pre-tax profit is not provided to calculate the percentage for profit reinvestment, and the reach and outcomes of these initiatives are not quantified against the rubric's requirements for financial literacy initiatives.
Fair Pay & Worker Respect
50
The company reported no incidents under RIDDOR (Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013) and no work-related accidents for the year ended March 31, 2025.
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An employee engagement survey indicated that 96% of responders recommend the company as a 'great place to work'.
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The CEO to median employee pay ratio for 2022 was 81:1, a calculation that included employees from consolidated subsidiaries.
3
Fair Trade & Ethical Sourcing
30
Caledonia Mining, a significant asset, directed 53.7% of its US$64.1 million procurement budget to local suppliers.
1
The company reported zero substantiated forced or child labour incidents in the last three years, and states it insists contractors meet ethical standards, including prohibitions on child labour and forced labour, supported by due diligence checks.
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Honest & Fair Business
20
Caledonia Investments plc ensures 100% of its Group profit before tax and Group revenue are covered by independent external audit.
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The company maintains a zero-tolerance approach to bribery and corruption.
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, with an anti-bribery policy that prohibits all forms of bribery and applies to all directors and employees, who are responsible for prevention, detection, and reporting.
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It also has established robust whistleblowing arrangements designed to provide a safe, confidential, and impartial channel for employees to report potential misconduct, with oversight from the board.
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Kind to Animals
0
Caledonia Investments is an investment trust company that incorporates ESG factors into its decision-making processes
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. However, the provided articles state that the company lacks publicly available data on animal welfare-specific initiatives
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and has no explicit focus on animal welfare issues, such as animal testing, ethical farming, or wildlife protection, in its investment strategy
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. While its influence on animal welfare is indirect through its portfolio companies
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, no specific details on these investments' animal welfare practices or any direct actions by Caledonia Investments are provided.
No War, No Weapons
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Caledonia Investments, as an investment trust, does not directly involve itself in arms manufacturing or military contracts.
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However, the company lacks a documented policy to reject military-associated companies, and ethical concerns regarding indirect support through investments in industries that might contribute to the arms trade are noted.
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The Caledonia Investments Charitable Foundation made a grant of £300,000 during the year to support various charities.
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, but these are not explicitly identified as peacebuilding or disarmament initiatives.
Planet-Friendly Business
-10
Caledonia Investments PLC's own operations demonstrate strong environmental performance in several areas. The company reports 100% of its waste is recycled.
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It maintains a commitment to sourcing all electricity from renewable suppliers.
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Its total Scope 1, 2, and 3 greenhouse gas emissions for its own operations were 900 tCO2e for the year to 31 March 2025.
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The company is seeking to achieve net-zero emissions for its own Scope 1 and Scope 2 operations by 2030.
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Caledonia will publish its third Taskforce on Climate-related Financial Disclosures report, and it has completed a comprehensive climate change risk assessment, which provides a clearer view of the potential impact of extreme weather, water stress, energy security, and regulatory change on its business.
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Respect for Cultures & Communities
-20
Caledonia Investments, through its Caledonia Investments Foundation, has 4 formal partnerships with local community groups, including Horatio's Garden, Cornwall Community Foundation, Maritime Volunteer Service, and The Passage.
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The Foundation, established in 2020, has donated £1.6 million to 79 charities since its inception.
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No cultural appropriation incidents have been reported.
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Safe & Smart Tech
0
The company's privacy policy, updated November 21, 2025,
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outlines user rights including the ability to access, rectify, erase, object to processing, request data portability, withdraw consent, and unsubscribe from marketing messages.
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This policy also states compliance with data protection legislation
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and informs users of their right to make a complaint to the UK's Information Commissioner’s Office.
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Zero Waste & Sustainable Products
-10
Caledonia recycled 99% of waste from its own operations.
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Its investee, Blanket Mine, implements multiple waste reduction initiatives, including a Waste Management Plan, training for waste segregation, and a focus on reuse and recycling. The mine maintains stringent hazardous waste management with licenses, employee training, emergency response teams, and no international hazardous waste shipments.
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Environmental management practices, including waste, are audited annually by internal and external parties.
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No waste disposal violations have been reported for at least three years, with all borehole results remaining within regulatory compliance in 2024.
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