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. For live market cap and overall valuation, see Caledonia Investments market capitalisation.
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. See net asset quality index of Caledonia Investments to measure how much of total assets are equity-financed.
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. Also explore Caledonia Investments equity growth rate to track the company's year-over-year net asset growth rate.
| 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 | — |