Traditional deposits and savings are non-dynamic investments.
So opt for a CAL Unit Trust today to design a customized investment portfolio you believe in together with our Unit Trust specialists, while enjoying flexibility and above average returns.
What is a CAL Unit Trust and is it right for you?
Find out in a quick 10-minute consultation with one of our Unit Trust investment experts.
Dream Big.
Invest in Unit Trusts.
Grow Personal Wealth.
Chart Your Own Future.
Unit Trusts are dynamic and contemporary, just like your lifestyle and goals. Enjoy an equally attractive return to traditional deposits and savings with the added benefit of being able to pull out your money as you like and the flexibility to invest additional sums whenever you want.
Start with an investment as low as Rs 1000
Pick from a wide selection of CAL’s Unit Trust Funds ideally suited for your many savings and investment goals.
- Take a trip abroad
- Build a home
- Save for your kid’s higher education fund
- Plan for your child’s wedding
… and more
Professionally managed by the island’s top investment experts, so sit back, relax, and watch your investment grow.
For each Unit Trust Fund we offer, our experts have set a strategy that’ll help it grow regardless of whether individual investors move in or out. The funds are professionally managed by CAL’s Unit Trust expert team comprising unit trust specialists plus high-caliber finance industry names, so you don’t have to individually monitor your different investments and can enjoy growth with
little effort.
The wider CAL Holdings team’s direction is shaped by its high-profile Board, featuring a number of Sri Lanka’s business elite who head some of the island’s top conglomerates.
CAL’s Unit Trust Vision
CAL is on a mission to make accessible the power of Unit Trusts locally, drawing on its committees’ decades-long experience serving corporates and high networth individuals, so that more Sri Lankans can enjoy the high investment potential it carries.
What is a Unit Trust?
It’s the quickest path to a diverse investment portfolio that matches your life’s potential and aspirations.
A CAL Unit Trust is an easy opportunity for you to own top investment assets with lower capital and low involvement.
- Shares
- Treasury Bills
- Commercial Papers
- Bonds
- Debentures
- Securitized Papers
Unit Trust Resources
CAL constantly strives to offer valuable information to keen investors on everything Unit Trust related including the opportunity it presents. Here, we share a series of educational video resources on Unit Trusts.
By investing in a diversified portfolio on your behalf, our unit trust experts help you:
- Reduce the risk associated with investing in only one option
- Save time involved in researching different investments
- Remove the hassle of selecting from different investment options on your own
Discover CAL’s Top Unit Trust Funds
We offer a selection of Unit Trust Fund schemes that fulfill the unique needs of different investor types.
CAL Unit Holders’ Views
Hear what our Unit Trust holders have to say about CAL’s distinctness, the returns we help secure, and the life journey they’re charting.
CAL Unit Holders’ Views
Hear what our Unit Trust holders have to say about CAL’s distinctness, the returns we help secure, and the life journey they’re charting.
Why Do Modern Sri Lankan Retail Investors Now Prefer Unit Trusts Over FDs?
Possibility of an equally attractive return as traditional deposits and the like.
Extremely flexible, allowing you to remove your money or add as you please.
No need to invest big right away! Invest in a Unit Trust with even LKR 1,000 to start.
A Quick Unit Trust Example
Now, let’s say that there’s a unit trust fund size totaling LKR 200 Million and a unit of the fund equals LKR 200 (unit price). As an investor in unit trusts, you buy units. So if you put in LKR 20,000, you’ll end up owning 100 units (LKR 20,000/LKR 200 unit price).
When you withdraw your unit trust funds or money, you are selling units. If at the date of selling, the unit price equals LKR 300, then your interest or gain will be LKR 10,000.
That is, the difference in the unit price between the date of buying and selling is equal to the gain you make.
Buying: LKR 20,000 (@ 200 per unit)
Selling: LKR 30,000 (@ 300 per unit)
Gain : LKR 10,000
If you’ve understood that a Unit Trust is the perfect investment opportunity for you or you’re already a Unit Trust expert, sign up for the CAL Portal where you can start investing in Unit Trusts and our wider investment offering as well.
Ready for the next step?
Experience the Island’s Top Investor Portal!
Disclaimer Relating to Unit Trust Funds
We’ve included below a few considerations a potential unit trust fund investor should make when investing in unit trusts.
- – The fund is regulated by the Securities Exchange Commission (SEC).
- – The annualized YTD is variable and subject to change. The, past performance is not a definitive indication of future performance.
- – Investors are advised to read and understand the contents of the explanatory memorandum before investing.
- – The suitability of the investment is based on the investment objectives, financial situation and particular needs of individual investors and suitability should be assessed by the Investor.
- -*CAL Investment Grade Fund is rated “A(lka)” by Fitch ratings and “[SLA] A+(lka)mfs” by ICRA Lanka, a unit of Moody’s investors service.
- – *In the event that the rating is changed by ICRA Lanka/ Fitch Ratings, the fund manager will amend the rating accordingly.
Latest Prices and Downloads
Here, you can remain updated on the current unit prices of each fund whil also being able to download reports that’ll offer a view of the market plus relevant forms.