Superior Expertise paired with best-in-class service
Tailored Investments, Proven Growth
CAL Investments delivers personalized asset management strategies that align with client goals, driving growth across equity and debt securities.
What differentiates CAL Investments?
CAL Investments is distinguished by an empowered team of professionals who intuit the right investments with the right timing for superior returns. With extensive industry knowledge and proprietary in-house risk management, we ensure tailored solutions, complemented by our CAL PORTAL for easy digital subscriptions.
Investment Solutions
Tailored Strategies for Your Financial Goals
Unit Trust Funds
CAL Quantitative Equity Fund
Utilizes mathematical algorithms for stock selection, aiming for above-average returns and downside protection, ideal for long-term capital growth and outperforming the ASPI.
CAL Investment Grade Fund
An open-ended fixed income fund investing in government securities and investment-grade corporate debt, focusing on high current income while preserving capital and liquidity.
CAL High Yield Fund
Seeks a high level of current income, ensuring liquidity and capital preservation as an open-ended fixed income fund.
CAL Income Fund
Invests in high-quality corporate debt, deposits, and government securities to provide superior returns to unit holders as an open-ended fixed income fund.
CAL Income Fund
An open-ended fixed income fund which invests in high-quality corporate debt, deposits, and government securities with the objective of providing superior returns to unit holders.
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.
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 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.
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.
CAL A-Raters
CAL will efficiently negotiate the best returns for you in order to optimize your income.
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.
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 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.
Download Reports
Access detailed financial reports and analysis, offering insights into our company’s performance and operations.
Download Forms
Access detailed financial reports and analysis, offering insights into our company’s performance and operations.
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