Investor Presentaiton
Returns In The Period
All three pools generated good, positive returns
CALEDONIA
INVESTMENTS
31 Mar
30 Sep
2023
Accrued
Gains/
2023
£m
Investments
Realisations
income
(losses)
£m
Income
Return %
Public Companies
837
41
(25)
12
865
12
2.8
Private Capital
824
157
2
44
1,027
12
5.9
Private Equity Funds
874
65
(15)
40
963
2
4.6
Portfolio
2,535
263
(40)
2
95
2,855
25
Other investments*
260
5
(208)
I
(7)
50
9
Total investments
2,795
268
(248)
2
88
2,905
34
Other net assets/
3
(29)
(liabilities)
Net assets
Half-year results 2023
2,798
2,876
3.7
* Other investments comprised legacy investments and cash and receivables in subsidiary investment entities. The £208m realisation principally reflects a 37
capital re-organisation, followed by a return of capital by an investment subsidiaryView entire presentation