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professionally managed Unit Trusts.

Explore CAL Unit Trust funds with transparent live rates and a real-time calculator. Built for investors who expect more.

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Top Performer Today
Fixed Income Opportunities
Quantitative Equity Fund
Gilt Money Market Fund
Islamic Money Market Fund
High Yield Fund
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Find the Fund That Fits You

Six professionally managed funds designed for different goals, risk levels, and investment styles.

Just starting
Parking cash
Play it safe
A bit of both
Long-term growth
Regular income
Shariah-compliant

Investment Grade Fund

Fixed Income
Designed for steady income through quality fixed income investments.
Annualized Return
Last 30 Days
Investment Grade Fund invests in government and corporate debt
Designed for stable income with lower volatility
Suitable for medium to long-term financial goals
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Fixed Income Opportunities Fund

Equity Fixed Income
Best for diversified income from corporate bonds, deposits, and government securities.
Annualized Return
Last 30 Days
CAL Fixed Income Opportunities Fund targets superior returns
Invests in corporate debt and government securities
Suitable for medium-term investors seeking growth
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Quantitative Equity Fund

Equity Fixed Income
Best for long-term growth through a diversified portfolio of listed stocks.
Absolute Return
Last Days
CAL Quantitative Equity Fund provides equity market exposure
Built for long-term capital appreciation
Suitable for investors with higher risk appetite
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Money Market Fund

Stable Income Fixed Income Liquidity
Best for short-term liquidity through government and high-quality corporate securities.
Annualized Return
Last Days
CAL Money Market Fund focuses on short-term liquidity
Invests in investment-grade debt instruments
Designed for stability and capital preservation
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Islamic Money Market Fund

Equity Fixed Income
Best for short-term liquidity through government and high-quality corporate securities.
Annualized Return
Last Days
CAL Islamic Money Market Fund is fully Shariah-compliant
Invests in Islamic money market instruments
Focused on liquidity and capital preservation
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High Yield Fund

Equity Fixed Income
Best for short-term liquidity through government and high-quality corporate securities.
Annualized Return
Last Days
CAL High Yield Fund is designed for higher return potential
Invests in long-term fixed income instruments
Balances attractive returns with reasonable liquidity
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Capital Alliance Balanced Fund

Balanced

A diversified strategy balancing equity and fixed income investments for long-term growth and stability.

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CAL Corporate Treasury Fund

Treasury

Designed for treasury and liquidity management through short-term high-quality instruments.

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Capital Alliance Gilt Fund

Government Securities

Focused on government-backed securities for investors seeking stability and lower risk exposure.

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CAL Gilt Trading Fund

Active Trading

Actively managed gilt investment strategy focused on maximizing opportunities within government securities.

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CAL High Yield Fund

High Yield

Structured for investors seeking enhanced returns through diversified high-yield investment opportunities.

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CAL Income Fund

Income

Income-oriented investment strategy offering medium-term liquidity and competitive fixed income returns.

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Fund Facts

Key details for the selected fund.

Type of Fund
Minimum Investment
LKR 100
Add Funds/Withdraw
Any working
day*
Fund Size

Scenario

Illustrative earnings on a fixed investment.

If you invested Rs 1,000,000 days ago, illustrative earnings are Rs

Unit Trust Features

Interest rate Variable and market-linked. Check Historical returns to track the record of top performing funds
Interest income Paid Daily
Lock - in Period Flexible, minimum 1 Day Instant redemption available*
Withdrawal Any day*
Minimum Investment LKR 100.00
Tax 10% Withholding Tax (WHT)*, Realized interest income liable for income tax*

* Unit Trust WHT is subject to the different taxes applicable to different taxes on asset classes the funds invest in, thus this value can change depending on the fund.

A step-by-step guide to investing in unit trusts online in Sri Lanka

ගෙදර ඉඳන් Online Units වල ආයෝජනය කරමු