Caledonia Investments (CLDN) — Strategic Asset Allocation Index
Caledonia Investments (CLDN) has a Strategic Asset Allocation Index of 86.3% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX2.60 Billion) total GBX2.60 Billion, measured against net assets of GBX3.01 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Caledonia Investments Strategic Asset Allocation Index (2000–2025)
This chart shows how Caledonia Investments's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of September 2025, the index stands at 86.3%, representing strategic assets of GBX2.60 Billion against net assets of GBX3.01 Billion GBX. Explore CLDN operating cash flow to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Caledonia Investments (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Caledonia Investments from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see CLDN market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 93.6% | GBX2.74 Billion | GBX- | GBX2.74 Billion | GBX2.93 Billion | ▲ +2.7 pp |
| 2024 | 90.9% | GBX2.70 Billion | GBX- | GBX2.70 Billion | GBX2.97 Billion | ▼ -9.0 pp |
| 2023 | 99.9% | GBX2.79 Billion | GBX- | GBX2.79 Billion | GBX2.80 Billion | ▲ +13.1 pp |
| 2022 | 86.8% | GBX2.41 Billion | GBX29.20 Million | GBX2.39 Billion | GBX2.78 Billion | ▼ -13.1 pp |
| 2021 | 99.9% | GBX2.22 Billion | GBX29.00 Million | GBX2.19 Billion | GBX2.23 Billion | ▲ +6.0 pp |
| 2020 | 93.9% | GBX1.68 Billion | GBX28.00 Million | GBX1.66 Billion | GBX1.79 Billion | ▼ -0.4 pp |
| 2019 | 94.3% | GBX1.89 Billion | GBX28.40 Million | GBX1.86 Billion | GBX2.00 Billion | ▲ +5.1 pp |
| 2018 | 89.2% | GBX1.64 Billion | GBX29.20 Million | GBX1.61 Billion | GBX1.84 Billion | ▼ -1.6 pp |
| 2017 | 90.8% | GBX1.72 Billion | GBX35.50 Million | GBX1.69 Billion | GBX1.90 Billion | ▼ -8.6 pp |
| 2016 | 99.4% | GBX1.63 Billion | GBX25.70 Million | GBX1.61 Billion | GBX1.64 Billion | ▲ +6.1 pp |
| 2015 | 93.3% | GBX1.52 Billion | GBX19.10 Million | GBX1.50 Billion | GBX1.63 Billion | ▼ -7.1 pp |
| 2014 | 100.4% | GBX1.45 Billion | GBX100.00K | GBX1.45 Billion | GBX1.45 Billion | ▲ +94.7 pp |
| 2013 | 5.8% | GBX73.80 Million | GBX73.80 Million | GBX- | GBX1.28 Billion | ▼ -1.1 pp |
| 2012 | 6.9% | GBX76.80 Million | GBX76.80 Million | GBX- | GBX1.12 Billion | ▲ +0.4 pp |
| 2011 | 6.5% | GBX81.10 Million | GBX81.10 Million | GBX- | GBX1.25 Billion | ▼ -0.8 pp |
| 2010 | 7.3% | GBX87.00 Million | GBX87.00 Million | GBX- | GBX1.19 Billion | ▼ -2.4 pp |
| 2009 | 9.7% | GBX90.40 Million | GBX90.40 Million | GBX- | GBX932.00 Million | ▲ +2.6 pp |
| 2008 | 7.1% | GBX88.30 Million | GBX88.30 Million | GBX- | GBX1.25 Billion | ▲ +1.1 pp |
| 2007 | 6.0% | GBX78.60 Million | GBX78.60 Million | GBX- | GBX1.32 Billion | ▲ +0.8 pp |
| 2006 | 5.2% | GBX69.10 Million | GBX69.10 Million | GBX- | GBX1.33 Billion | ▼ -3.0 pp |
| 2005 | 8.3% | GBX82.00 Million | GBX82.00 Million | GBX- | GBX992.80 Million | ▼ -1.0 pp |
| 2004 | 9.2% | GBX84.10 Million | GBX84.10 Million | GBX- | GBX910.70 Million | ▲ +0.2 pp |
| 2003 | 9.0% | GBX59.40 Million | GBX59.40 Million | GBX- | GBX656.40 Million | ▼ -0.2 pp |
| 2002 | 9.2% | GBX68.00 Million | GBX68.00 Million | GBX- | GBX738.80 Million | ▲ +1.2 pp |
| 2001 | 8.0% | GBX68.30 Million | GBX68.30 Million | GBX- | GBX856.20 Million | ▲ +2.8 pp |
| 2000 | 5.2% | GBX48.60 Million | GBX48.60 Million | GBX- | GBX939.20 Million | — |