Investor Presentaiton

Investment Portfolio & Returns Total portfolio return of 4.1% Investment Movement (Em) CALEDONIA INVESTMENTS Investments by Pool (£m) 2900 2850 Net investments £223m 120 2855 PE Funds £963m Private £1,027m £2,855m 263 2800 2750 -40 -23 Public £865m 2700 2650 Return Yield* % % 2600 Public Companies 2.8 4.2 2550 2535 Private Capital 5.9 4.7 2500 Investments Cash Yield From Investments Closing Portfolio Investments Private Equity Funds 4.6 n/a Opening Portfolio Realisations Total Return Total Portfolio Return 4.1 3.5 Investments Half year results 2023 *LTM yield on invested cost 24 224

View entire presentation