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.

Core Asset Management

CAL Investments manages equity and debt securities, offering Unit Trusts and Private Wealth Management, tailored to each client’s return, risk, and liquidity needs.

Diverse Client Base

Serving family-run corporations, financial institutions, and high-net-worth individuals with personalized fund management.

Market Expertise

Our superior service and market outperformance are supported by in-depth knowledge of the Sri Lankan economy and extensive capital market networks.

Top Industry Growth

Since 2011, CAL Investments has grown to manage LKR 200 Billion in assets, ranking among one of the largest Fund Managers in Sri Lanka.

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.

Empowered Team

A seasoned team intuitively identifies the right investments at the right time for superior returns.

Industry Knowledge

Extensive knowledge allows for accurate predictions of financial market trends.

In-House Risk Management

Proprietary risk analysis provides deep insights into the risk-return tradeoff of each investment.

Dynamic Risk Reduction

Leading risk reduction through dynamic asset allocation, advanced risk evaluation methods, and strict adherence to ethical standards.

Collective Expertise

A dynamic team powered by an investment committee with over 130 years of combined experience.

Digital Access

The CAL PORTAL enables easy digital subscription to our products. | Signup Now

Investment Solutions

Tailored Strategies for Your Financial Goals

Unit Trust Funds

An ideal choice for first-time and small-scale investors, CAL’s Unit Trusts allow you to invest in a diversified portfolio with professional management.

Small Investment Opportunities

Start with manageable amounts and grow your investment over time.

Diversification

Gain access to multiple asset classes to spread your risk.

Strategy-Driven Approach

Our experts ensure the fund progresses according to a well-defined strategy.

High Liquidity

Enjoy easy access to your funds when needed.

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Private Wealth Management

CAL’s Private Wealth Management offers personalized strategies for individuals looking to invest over Rs. 200 Million, focusing on long-term financial growth.

Exclusive Solutions

Tailored plans designed for high-net-worth individuals and corporate clients.

Personalized Portfolio

Investments customized to align with your lifestyle, goals, and financial aspirations.

Holistic Approach

We consider your short, medium, and long-term objectives in portfolio development.

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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.

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Download Reports

Access detailed financial reports and analysis, offering insights into our company’s performance and operations.

Interim Reports

Access our mid-year financial reports for insights into ongoing business performance and results.

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Audited Reports

Review our independently audited annual financial statements, ensuring accuracy and compliance.

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Trust Deed

Download the official legal document that outlines the rules governing the trust and the obligations of the trustee.

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Key Investor Information Documents

Essential summaries for investors, covering important details about investment risks, objectives, and charges.

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Download Forms

Access detailed financial reports and analysis, offering insights into our company’s performance and operations.

Nominee Form

Use this form to nominate individuals who can act on your behalf regarding your investments.

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Application Form

Complete this form to begin your investment journey with us.

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