Discover the best Unit Trust Fund that works for your needs.
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. In order to ensure the safety of investor deposits, the Investment decisions are made via a well experienced investment committee which includes leading economists in the likes of Deshal De Mel and Shashika Ranasignhe. Click to view our Investment Committee.
CAL Unit Trust Funds
Individual Investor Read the FAQs
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. You can view the fund fact sheet for June 2021 here and for July 2021 here.
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. You can view the fund fact sheet for June 2021 here and for July 2021 here.
Corporate Investor
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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