Superior expertise paired with best-in-class service
Overview
The role CAL Investments performs, at its core, is one of an asset manager across equity and debt securities. From Unit Trusts, to Private Wealth Management for both individual and corporate investors, our varied investment solutions serve a diverse client base comprising family-run corporations, financial institutions, and high-net-worth individuals. Our personalized fund management effort ensures that we deliver the optimal return, risk, and liquidity fit sought by each client.
CALI’s superior service offering on the strength of its best-in-class service and market outperformance, are complemented by its intimate knowledge of the Sri Lankan economy and well-established networks across capital markets.
Having embarked on managing investments in 2011, our young team has steadily surpassed many of our competitors in reaching LKR 80 Billion in assets under management, one of the top two islandwide for asset management.
What differentiates CAL Investments?
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We specialize in two key investment types, where we invest in debt and equities on your behalf:
- Unit Trust Funds
- Private Wealth Management
We’ll offer a custom-made solution that best fits your return expectations and risk tolerance.
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CAL Quantitative Equity Fund
The first of its kind in Sri Lanka, this Fund utilizes mathematical algorithms to aid stock selection and offers investors above average returns together with downside protection. The Fund is ideal for investors looking to outperform the ASPI and grow capital over the long term.
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CAL Investment Grade Fund
An open-ended fixed income fund that invests in Government securities and Investment grade Corporate Debt.
The fund seeks to obtain a high level of current income, allowing you to earn a competitive return consistent with liquidity and preservation of capital.
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CAL High Yield Fund
An open-ended fixed income fund which seeks to obtain a high level of current income consistent with liquidity and preservation of capital.
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CAL Income Fund
An open ended fixed income fund which invests in high quality corporate debt, deposits and government securities with the objective providing superior returns to unit Holders.
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CAL Income Fund
An open ended fixed income fund which invests in high quality corporate debt, deposits and government securities with the objective providing superior returns to unit Holders.