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.
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CAL Money Manager
We will organize all your investments under one roof to give you a clear picture across all your financial assets.
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CAL A- Raters
CAL will efficiently negotiate the best returns for you in order to optimize your income.
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Principal Protected Investment
Delivering the potential returns that equity markets can provide with 100% capital protection and unlimited upside potential.
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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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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.
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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.
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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.
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CAL A- Raters
CAL will efficiently negotiate the best returns for you in order to optimize your income.
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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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Get In Touch
+94 777 992 525
Speak to us directly or get in touch with us via mail for more information on Investment Management and on our latest updates.
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