Investor Presentaiton

A Well-Balanced Portfolio (cont'd) Diversified by sector and geography CALEDONIA INVESTMENTS Provides shareholders with access to companies operating across diverse sectors with global exposure Geography (Headquartered) Sector Financials 0 ■North America 40% ■UK & Channel Islands 38% ■ Asia 15% ■Europe 7% ■Financials 23% ■Industrials 19% ■Consumer Discretionary 18% ■Information Technology 12% ■Healthcare 10% ■Consumer Staples 6% ■Materials 6% ■Communication Services 3% Energy 1% ■Real Estate 1% ■Utilities 1% Primarily investments in platforms & investment managers Half-year results 2023 5

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