Grow your money with
professionally managed Unit Trusts.

Explore CAL Unit Trust funds with transparent live rates and a real-time calculator. Built for investors who expect more.

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Serving investors across Sri Lanka
LKR 320Bn+
Assets Managed
120,000+
Investors Trusting CAL
6+
Fund Options
26
Years of Market Experience

Find the Fund That Fits You

Six professionally managed funds designed for different goals, risk levels, and investment styles.

Click to find the fund that's right for you.

Just starting
Stable & Steady
Long-term growth
Adventurous Growth

Investment Grade Fund

Stable short-term investing
Last 30 Days
Annualized Return
Focuses on government securities, bank deposits, and highly rated corporate debt
A lower-risk option designed for stability and liquidity
Fixed Income
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Fixed Income Opportunities Fund

Medium-term income
Last 30 Days
Annualized Return
Combines government securities, corporate bonds, deposits, and repos
Built for investors seeking stronger income potential while maintaining stability
Fixed Income
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Quantitative Equity Fund

Long-term growth
Last Days
Absolute Return
Invests in shares of leading Sri Lankan companies across multiple industries
Designed for investors comfortable with market fluctuations in pursuit of higher growth
Equities
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Balanced Fund

Growth and stability
Last Days
Return
Combines listed shares with government securities and fixed income instruments
Aims to reduce volatility while still capturing long-term growth opportunities
Fixed Income Equities
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Islamic Money Market Fund

Shariah-compliant investing
Last Days
Annualized Return
Invests in Shariah-compliant instruments such as Wakala, Mudarabah, and Sukuk
Offers steady returns with short-term access to your funds
Fixed Income
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High Yield Fund

Higher long-term returns
Last Days
Annualized Return
Invests in carefully selected higher-yield fixed income instruments
Suitable for investors comfortable staying invested for longer periods
Fixed Income
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CAL Money Market Fund

Best for short-term liquidity through government and high-quality corporate securities.

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CAL Corporate Treasury Fund

Designed for treasury and liquidity management through short-term high-quality instruments.

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Capital Alliance Gilt Fund

Focused on government-backed securities for investors seeking stability and lower risk exposure.

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CAL Gilt Trading Fund

Actively managed gilt investment strategy focused on maximizing opportunities within government securities.

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Medium Risk Debt Fund

A medium-risk debt fund designed for investors seeking a balance between stable income and enhanced return potential.

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CAL Income Fund

Income-oriented investment strategy offering medium-term liquidity and competitive fixed income returns.

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Estimate Your Investment Growth

Compare fund performance, calculate potential returns, and explore investment opportunities tailored to your financial goals.

Fund Calculator
Pick a fund, choose a start date, and see your returns at a glance.
Start Date
Days Absolute Return
Based on short-term performance
365 Days Absolute Return
Long-term equity performance
Days CAGR Return
Compounded annual growth rate
Days Annualized Return
Based on historical unit price movement
Type
Min. invest
LKR 100
Add / withdraw
Any working day*
Fund size
The units in this fund have two prices: the buy price represents the cost of entry, while the sell price represents the proceeds upon redemption.

Unit Trust Features

Flexible, transparent and designed to help you grow your wealth with confidence.

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 applicable taxes on different asset classes the funds invest in and may vary depending on the fund.

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