Caledonia Investments Plc

Bean_Counter

Hi,

I have been putting away a modest amount into the Caledonia Share Account for a few years following the advice of an IFA.

I am wanting to increase the amount that I save through increased monthly contributions. Is this investment giving a reasonable return and should I increase the amount I contribute or should I look elsewhere?

Thanks in advance.

dunstonh

What does your IFA say when you ask them that question?

bigadaj

How do you pay your ifa, if he gets a servicing fee then you need to ask him, or pay him another fee if the original investment was a one off transaction.

In general then this appears to be a single investment trust investing in a fairly limited range of shares. It's therefore very high risk on its own, and is unlikely to be appropriate for an inexperienced investor on its own.

Bean_Counter

Thanks for the responses. The IFA was one retained through work so didn't pay him a fee as such and he has now retired. It was a one off recommendation at the time.

It appears I should be looking to diversify then.

DRS1

There is an investment trust discussion board on Motley Fool. I remember seeing something about Caledonia on there.