CAL

Overview

You’ve worked hard to earn your money. Now it’s time to put your money to work and reach those dreams. At CAL Investments, we understand that everyone’s needs are unique and as such, offer a wide spectrum of customized solutions tailored to your requirements. Amongst our product portfolio, we have several Unit Trusts as well as Private Wealth Management for Individual investors and Discretionary Wealth Management for Corporate investors.

Our service offering is built on the pillars of best-in-class service and market outperformance. We are confident that our intimate knowledge of the Sri Lankan economy and our established networks within its capital markets will enable us to deliver superior returns on your investments.

Explore CAL Investments

CAL Unit Trust Funds

CAL Quantitative Equity Fund

The first of its kind in Sri Lanka, this Fund utilises 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

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.

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.

CAL Gilt Money Market Fund

An open-ended 100% risk free sovereign debt fund which seeks to obtain income consistent with liquidity and preservation of capital.

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.

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.

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.

The Doc Club

CAL will invest in a portfolio of diversified investment grade fixed income instruments and listed
equities. Exclusively for doctors.

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 Wealth Plans

Expat Saver

The first of its kind in Sri Lanka, this Fund utilises 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

CAL Smart Saver

An open-ended 100% risk free sovereign debt fund which seeks to obtain income consistent with liquidity and preservation of capital.

The Dreams

An open-ended fixed income fund seeks to obtain a high level of current income consistent with liquidity and preservation of capital.

CAL Kids Saver – Building Blocks

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.

Cal Unit Trust Funds

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.

Private Wealth Management

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.

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.

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.

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 Wealth Plans

Cal Unit Trust Funds

Private Wealth Management

CAL Wealth Plans

Unit Trust

Fund Name Selling (%) Buying (%)

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  • Get In Touch

  • : +94 112 317 743

Speak to us directly or get in touch with us via mail for more information on Investment Management and on our latest updates.