Does CAL have an Equity based Unit Trust Fund that invests in the stock market?

Yes. The CAL Quantitative Equity Fund is an open-ended equity fund investing in the Colombo Stock Exchange. 

What does the fund invest in? 

• Listed shares on the Colombo Stock Exchange 

• Government securities 

• Government securities backed repos 

Investment objective: Capital growth on a medium to long-term basis. 

Risk profile: High risk. Returns depend on stock market performance and may be positive or negative. 

Key features: 

• No exit fees 

• Unit prices vary daily based on transaction date.  

• Higher volatility due to equity exposure 

Who is it for? Investors with high risk appetite seeking long-term capital appreciation. 

View Quantitative Equity Fund fact sheet or sign up