CAL Investments is a licensed and registered by the Securities Exchange Commission (SEC) as an Investment Manager and Unit Trust Manager. The funds are regulated by the SEC and Deutsche Bank of Sri Lanka acts as the trustee and custodian ensuring that the SEC guidelines are adhered.
In order to ensure the safety of investor deposits, the Investment decisions are made via a well experienced investment committee which includes leading economists in the likes of Deshal De Mel and Anushka Wijesinha. In addition, the Investment Grade Fund has been independently rated “A (Mutual Fund Scheme)” by the International Credit Rating Agency. (ICRA)
However, it is noteworthy that unlike cash deposits in banks, unit trust funds are not protected by deposit insurance schemes. Therefore, the client bares the risk of not receiving their entire investment amount if the institutions the unit trust funds are invested in, face bankruptcy.