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.
Find out in a quick 10-minute consultation online with one of our Unit Trust investment experts.
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.
… and more
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
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 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.
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.
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.
We offer a selection of Unit Trust Fund schemes that fulfill the unique needs of different investor types.
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.
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.
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.
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.
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!
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
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
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.
|Date||FundName||Selling (LKR)||Buying (LKR)|
|2022-09-30||Capital Alliance Corporate Treasury Fund||20.2560||20.2560|
|2022-09-30||Capital Alliance Medium Risk Debt Fund||16.1226||16.1226|
|2022-09-29||CAL Fixed Income Opportunities Fund||24.4153||24.4153|
|2022-09-30||Capital Alliance Gilt Money Market Fund||4.7465||4.7465|
|2022-09-30||Capital Alliance Gilt Fund||9.2245||9.2245|
|2022-09-29||Capital Alliance Income Fund||23.9109||23.9109|
|2022-09-30||Capital Alliance Gilt Trading Fund||51.5643||51.5643|
|2022-09-29||Capital Alliance Investment Grade Fund||23.5173||23.5173|
|2022-09-30||Capital Alliance High Yield Fund||28.5243||28.5243|
|2022-09-30||Capital Alliance Quantitative Equity Fund||29.7971||29.2903|
|2022-09-30||Capital Alliance Balanced Fund||11.7204||11.7204|
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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We've included below a few considerations a potential unit trust fund investor should make when investing in unit trusts.