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?

An empowered, seasoned team of professionals who intuit the right investments with the right timing, for superior returns
Wide-ranging industry knowledge allowing us to more accurately predict where financial markets are heading.
Proprietary risk management analysis is conducted in-house, affording us a penetrative view of the risk-return tradeoff of each investment decision.
An industry-leading risk reduction effort based on dynamic asset allocation, industry-beating risk evaluation methods incorporating big data and analytics, plus high compliance and adherence to ethical standards.
A dynamic team with superior expertise, powered by an investment committee that harnesses over 130 years of collective investment experience.
The CAL PORTAL allows you to digitally subscribe to our products. | Signup Now

Have Any Questions? Read the FAQs | Signup Now

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.

Unit Trust Funds

A strategy-driven fund, CAL’s Unit Trusts present an attractive option for even first-time and small-scale investors.

The opportunity to invest small and diversify into several asset classes subsequently, is a distinct advantage with Unit Trusts. The fund will progress in line with the strategy set out for the duration of the investment by our experts, regardless of the movement of investors. Unit Trusts, also referred to as Mutual Funds, are preferred by many as they offer high liquidity.

A range of Unit Trusts adopting varying strategies are offered by CAL, to meet the discerning needs of our diverse investors.

Click here to Learn more

Private Wealth Management

CAL offers a spectrum of exclusive Private Wealth Management solutions to both individual and corporate investor segments.

Our Private Wealth Management option is ideally suited for individuals who wish to invest over Rs.100 Million in a variety of asset classes, where our advisors will formulate a bespoke wealth management plan to help balance your short, medium, and long-term financial aspirations. The key to our industry-renowned Private Wealth Management effort is a keen understanding of each client. We consider numerous factors including your lifestyle, your station in life presently, and your goals, in developing a personalized, diversified portfolio of investments to grow your wealth.

Click here to Learn more

CAL Unit Trust Funds
Click here to Learn more

  • 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.

  • 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 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.

  • 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
Click here to Learn more