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.

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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.

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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.

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Money Market Fund
Open-Ended, Fixed Income Fund

The CAL Money Market Fund is designed to offer investors short-term liquidity by investing exclusively in investment-grade corporate debt and government securities with maturities of up to 397 days.

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Days Annualized Return
If you invested Rs 1,000,000 days ago you would have earned Rs
Fund Size 32.5 BN

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).

Type of Fund
Minimum Investment
LKR 100
Add Funds/Withdraw
Any working
day*
Fund Size

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).

Unit Trust Features

Interest rate Variable and market-linked. Check Historical returns to track the record of top performing funds
Interest income Paid Daily
Lock - in Period Flexible, minimum 1 Day
Instant redemption available*
Withdrawal Any day*
Minimum Investment LKR 100.00
Tax 10% Withholding Tax (WHT)*, Realized interest income liable for income tax*

* Unit Trust WHT is subject to the different taxes applicable to different taxes on asset classes the funds invest in, thus this value can change depending on the fund.

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

ගෙදර ඉඳන් Online Units වල ආයෝජනය කරමු