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 online with one of our Unit Trust investment experts.

Call Us Now 0112 123 456

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 equal or higher return than FDs together with the option to pull out your money as you like and the flexibility to invest additional sums whenever you want.

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.

View our high-caliber investment team

Shaped by Sri Lanka's Business Elite

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 democratize 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
  • Bonds
  • Treasury Bills
  • Debentures
  • Commercial Papers
  • Securitizations

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.

Investment Grade Fund Open-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.

The only double rates fund in Sri Lanka with a Fitch Rating of A and ICRA rating of A+
View Fund Factsheet Sign Up
Income Fund Open-Ended, Fixed Income 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  

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 who are keen to outperform the ASPI and grow capital long-term.
View Fund Factsheet Sign Up

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.

The freedom to sell my units or buy more whenever I like has been the best part about unit trusts for me, which CAL facilitated beautifully requiring almost no involvement from me.

 Shanaka Perera HumanisedTech

The CAL investor portal has been super easy for me to use and provides everything I need in one space to monitor, remain updated, and make decisions on my unit trusts. Simply the best!

 Kishani Weragoda HumanisedTech

Why Do Modern Sri Lankan Retail Investors Now Prefer Unit Trusts Over FDs?

Possibility of a much quicker, better rate of return than FDs and the like

Extremely flexible, allowing you to remove your money or add as you please

No need to invest big right away, so you can invest in a Unit Trust with even LKR 1,000 to start off

A far more tax efficient investment option as there is no fixed maturity date

A Quick Unit Trust Example

Now, let's say that there's a unit trust fund size totalling 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

Latest Prices and Downloads

Here, you can remain updated on the current unit prices of each fund while also being able to download reports that'll offer a view of the market plus relevant forms.

Download Reports

Download Forms

Date FundName Selling (LKR) Buying (LKR)
2024-04-19 Capital Alliance Corporate Treasury Fund 23.7979 23.7979
2024-04-19 Capital Alliance Medium Risk Debt Fund 21.6556 21.6556
2024-04-19 CAL Fixed Income Opportunities Fund 34.3776 34.3776
2024-04-19 Capital Alliance Gilt Money Market Fund 6.1425 6.1425
2024-04-19 Capital Alliance Gilt Fund 12.3515 12.3515
2024-04-19 Capital Alliance Income Fund 33.4840 33.4840
2024-04-19 Capital Alliance Gilt Trading Fund 69.9664 69.9664
2024-04-19 Capital Alliance Investment Grade Fund 33.0504 33.0504
2024-04-19 Capital Alliance High Yield Fund 38.0756 38.0756
2024-04-19 CAL Five year Optimum Fund 12.0136 12.0136
2024-04-19 Capital Alliance Quantitative Equity Fund 42.7206 41.8525
2024-04-19 Capital Alliance Balanced Fund 20.5651 20.1352

Frequently Asked Questions

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin convallis diam est, eu suscipit mauris rhoncus nec. Nam sed arcu et sem viverra fringilla. Pellentesque purus turpis, rhoncus ac metus vitae, mattis mollis augue. Nam semper elit eget diam suscipit, at ultrices est faucibus. Duis fermentum est felis, sed iaculis turpis interdum nec. Pellentesque lacinia consequat pharetra. Pellentesque accumsan purus nulla, a vehicula turpis molestie sed.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin convallis diam est, eu suscipit mauris rhoncus nec. Nam sed arcu et sem viverra fringilla. Pellentesque purus turpis, rhoncus ac metus vitae, mattis mollis augue. Nam semper elit eget diam suscipit, at ultrices est faucibus. Duis fermentum est felis, sed iaculis turpis interdum nec. Pellentesque lacinia consequat pharetra. Pellentesque accumsan purus nulla, a vehicula turpis molestie sed.
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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.

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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.