Overview

We ensure that our clients who are always there for us will always have the returns required for them. Our clients come from all walks of life.

We invest for Corporates, Foundations and individuals saving for retirement, their children’s education and a better future. We owe it to each one of them to help answer the questions their facing in a world that’s changing faster than ever before, politically culturally socially and perhaps most of all financially.

Where others see complexity we find opportunity. We are passionate about the work we do and are extremely focused on performing at the highest levels. To achieve this, we aim to out-think and out-work competition and find the best balance of risk vs return across all investments.

Explore CAL Investments

How much do you plan to Invest

Less than 50 Million
Greater than 50 Million

How much do you plan to Invest

Less than 50 Million
Greater than 50 Million

How much do you plan to Invest

Less than 50 Million
Greater than 50 Million

CAL Unit Trust Funds

CAL Quantitative Equity Fund

The first of its kind in Sri Lanka, this Fund utilises mathematical algorithms to aid stock selection and offers investors above average returns together with downside protection. The Fund is ideal for investors looking to outperform the ASPI and grow capital over the long term

CAL Investment Grade Fund

An open-ended fixed income fund that invests in Government securities and Investment grade Corporate Debt.

The fund seeks to obtain a high level of current income, allowing you to earn a competitive return consistent with liquidity and preservation of capital.

CAL High Yield Fund

An open-ended fixed income fund which seeks to obtain a high level of current income consistent with liquidity and preservation of capital.

CAL Gilt Money Market Fund

An open-ended 100% risk free sovereign debt fund which seeks to obtain income consistent with liquidity and preservation of capital.

Private Wealth Management

CAL Money Manager

We will organize all your investments under one roof to give you a clear picture across all your financial assets.

CAL A- Raters

CAL will efficiently negotiate the best returns for you in order to optimize your income.

Principal Protected Investment

Delivering the potential returns that equity markets can provide with 100% capital protection
and unlimited upside potential.

Synthetic Dollar Deposit

CAL will structure a unique synthetic USD deposit, which will preserve your purchasing power in USD whilst earning a higher interest rate than you can earn currently with your bank.

CAL Total Return Bond Strategy

CAL will actively trade a portfolio of Treasury bonds issued by the Government of Sri Lanka, on behalf of you, and make capital gains via opportunistic trading through yield curve movements.

The Doc Club

CAL will invest in a portfolio of diversified investment grade fixed income instruments and listed
equities. Exclusively for doctors.

Customized Portfolio Management

With a dedicated relationship manager and support team, we develop a thorough understanding of your financial position which allows us to provide tailored services to suit your requirement. We develop strategies to protect and enhance your assets. Irrespective of the physical location of your assets, our depth of knowledge, skills and experience ensure that your affairs are handled smoothly, discreetly and effectively.

CAL Wealth Plans

Expat Saver

The first of its kind in Sri Lanka, this Fund utilises mathematical algorithms to aid stock selection and offers investors above average returns together with downside protection. The Fund is ideal for investors looking to outperform the ASPI and grow capital over the long term

CAL Smart Saver

An open-ended 100% risk free sovereign debt fund which seeks to obtain income consistent with liquidity and preservation of capital.

The Dreams

An open-ended fixed income fund seeks to obtain a high level of current income consistent with liquidity and preservation of capital.

CAL Kids Saver – Building Blocks

An open-ended fixed income fund that invests in Government securities and Investment grade Corporate Debt.

The fund seeks to obtain a high level of current income, allowing you to earn a competitive return consistent with liquidity and preservation of capital.

Cal Unit Trust Funds

Private Wealth Management

Centralized Corporate Cash Flow Management

CAL will actively manage your cash flow operations for you efficiently, with the objective of outperforming your benchmarks whilst meeting your liquidity and risk objectives.

Tax Efficient Investments

CAL will invest in a portfolio of diversified investment grade fixed income instruments and listed
equities. Exclusively for doctors.

Principal Protected Investment

Delivering the potential returns that equity markets can provide with 100% capital protection
and unlimited upside potential.

CAL A- Raters

CAL will efficiently negotiate the best returns for you in order to optimize your income.

Total Return Bond Strategy

CAL will actively trade a portfolio of Treasury bonds issued by the Government of Sri Lanka, on behalf of you, and make capital gains via opportunistic trading through yield curve movements.

Synthetic Dollar Deposit

CAL will structure a unique synthetic USD deposit, which will preserve your purchasing power in USD whilst earning a higher interest rate than you can earn currently with your bank.

Customized Portfolio Management

With a dedicated relationship manager and support team, we develop a thorough understanding of your financial position which allows us to provide tailored services to suit your requirement. We develop strategies to protect and enhance your assets. Irrespective of the physical location of your assets, our depth of knowledge, skills and experience ensure that your affairs are handled smoothly, discreetly and effectively.

CAL Wealth Plans

CAL Quantitative Equity Fund

The first of its kind in Sri Lanka, this Fund utilises mathematical algorithms to aid stock selection and offers investors above average returns together with downside protection. The Fund is ideal for investors looking to outperform the ASPI and grow capital over the long term

Cal Unit Trust Funds

Private Wealth Management

Synthetic Dollar Deposit

CAL will structure a unique synthetic USD deposit, which will preserve your purchasing power in USD whilst earning a higher interest rate than you can earn currently with your bank.

Customized Portfolio Management

With a dedicated relationship manager and support team, we develop a thorough understanding of your financial position which allows us to provide tailored services to suit your requirement. We develop strategies to protect and enhance your assets. Irrespective of the physical location of your assets, our depth of knowledge, skills and experience ensure that your affairs are handled smoothly, discreetly and effectively.

CAL Wealth Plans

Unit Trust

Fund Name Selling (%) Buying (%)

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