Investment Grade FundOpen-Ended, Fixed Income Fund


With the CAL Investment Grade Fund, you’re entering the big league as it invests in Government Securities and Investment-Grade Corporate Debt. It is ideally suited for investors who are keen to earn high current income, allowing for a competitive return that is liquid while preserving capital.

Annualised Return
Last Days

Details

Fixed Income Opportunities FundOpen-Ended, Fixed Income Opportunities Fund


Perfect for investors who are looking to make superior returns while enjoying medium-term liquidity, the CAL Income Fund offers fixed income until maturity and is open-ended so it permits you to buy unlimited units too. The fund invests in High-Quality Corporate Debt, Deposits and Government Securities.

Annualised Return
Last Days

Details

Quantitative Equity Fund
Open-Ended, Equity Fund


Tailored specifically for first-time stock market investors, the CAL Quantitative Equity Fund offers a diverse selection of stocks and above average returns. The fund is ideally suited for investors with a high risk appetite who are keen to outperform the ASPI and grow capital long-term.

Annualised Return
Last Days

Details

Rate Calculator

Pick a Fund
Start Date
End Date
Start Unit Price
End Unit Price
Price Difference
Days Annualized Return
If you invested Rs 1,000,000 in ( days ago) you would have earned Rs
Fund Size 32.5 BN

Absolute return = (/-1),
i.e. ((/) - 1)100 =

Annualized return = ((/-1)/Number of days between the two dates)*365
i.e. ((/) - 1 / )365 * 100 =

Absolute return = (/-1),
i.e. (/) - 1 =

Past performance is not an indication of future performance. Investors are advised to read and understand the contents of the explanatory memorandum before investing. The annualized return is variable and subject to change. The fund is licensed by the Securities Exchange Commission (SEC).

A step-by-step guide to investing in unit trusts online in Sri Lanka

ගෙදර ඉඳන් Online Units වල ආයෝජනය කරමු |Invest in CAL Unit Trust Funds | Step by Step Guide