#caledonia investments
3 stories
14 years of the MoneyWeek investment trust portfolio
A set-and-forget portfolio of six investment trusts has returned 248% since 2012, beating the UK index but matching global returns, with only six changes in 14 years.
MoneyWeek · 4m
Caledonia Investments must close its discount
The wealthy Cayzer family's investment trust delivers returns but trades at a stubborn 35% discount to net asset value.
MoneyWeek · 1m
21 investment trusts that raised dividends for 20+ years
Some investment trusts have increased payouts to shareholders every year for decades, with one hitting 60 consecutive years.
MoneyWeek · 1m · 7 views