CAL Unit Trust · Fund Returns

How busy is your money?

Every investor’s money moves at a different pace — and CAL’s fund range is built to match. Four ways to grow, each suited to a different appetite and a different timeframe. So the real question is: is your money working as hard as you are?

Whether you want accelerated growth, a steady balance of liquidity and return, or a fully Shariah-compliant option, there’s a CAL unit trust for it. Here’s where the numbers stand right now.

• CAL High Yield Fund Accelerated growth, working hard in the background 11.27%
• CAL Fixed Income Opportunities Fund A steady balance between liquidity and return 10.66%
• CAL Investment Grade Fund Best-in-class short-term returns, with liquidity on tap 10.94%
• CAL Islamic Money Market Fund Fully Shariah-compliant — Mudaraba deposits, Wakala term deposits & short-term sukuk 8.49%

High Yield, Fixed Income Opportunities and Investment Grade returns are 30-day annualised; the Islamic Money Market Fund figure is a 7-day current yield. Returns are as at 30 June 2026 (High Yield, Fixed Income Opportunities) and 7 July 2026 (Investment Grade, Islamic Money Market).

Annualised returns and current yields are variable and subject to change. Past performance is not an indication of future performance. These funds are approved by the Securities and Exchange Commission of Sri Lanka (SEC). Investors are advised to read and understand the Key Investor Information Document (KIID) before investing, and to consider the fees and charges involved. Benchmark is the average of the buying and selling yield of the 1-month Treasury Bill published on cbsl.gov.lk.