How Does it Work?
The CAL Wealth Planner helps you allocate your investment across different financial asset classes based on your risk profile and appetite, using a proprietary algorthim.
Based on the information you provide, a plan on how to allocate your investment across 3 key mutual funds will be suggested as per the algorithm proprietary to CAL.
This will provide varying exposure to instruments such as listed shares on the CSE (QF), Sri Lankan government securities, government securities back repos, fixed deposits, corporate debt of Sri Lankan banks, finance companies and others. More details are available on the links to the right.
Did You Know?
CAL’s Superior Standing as a Top-Rated Investment Bank Ensures the Safety of Your Investment
A CBSL & Government Authorized Primary Dealer of Treasury Bills
22+ Years in Operation as One of the Island’s Highest-Rated Investment Banks
CAL Carries an Impressive A- Rating from Global Credit Rating Agency ICRA
A CBSL & Government Authorized Primary Dealer of Treasury Bills
22+ Years in Operation as One of the Island’s Highest-Rated Investment Banks
CAL Carries an Impressive A- Rating from Global Credit Rating Agency ICRA
Frequently Asked Questions
A unit trust is a pooled fund (contributions made by several investors) with common investment objectives. These pooled funds are then invested in a diversified portfolio of financial instruments such as bank and finance company deposits, corporate debt, shares, government securities etc. in order to earn a return.
The investors are allocated units in exchange for the funds they’ve invested and the return made by the pooled fund are allocated to these unit holders according to the number of units they own.
The most suitable fund for you to invest in, depends on how much of a risk you’re willing to take and your requirement to have cash/liquidity in hand Download Fund Fact Sheets
| Fund | Risk Appetite | Liquidity |
|---|---|---|
| Capital Alliance Investment Grade Fund | Low | Overnight |
| Capital Alliance Fixed Income Opportunities Fund | Medium | Medium term |
| Capital Alliance Income Fund | High | Long term |
| Capital Alliance High Yield Fund | High | Medium to Long term |
| Capital Alliance Quantitative Equity Fund | High | Long term |
| Capital Alliance Gilt Fund | Low | Long term |
Below quoted is the 92 Day Annualized return as at 31/03/2024 for the CAL Fixed Income Opportunities Fund
. Other funds can have different yields based on market conditions and performance. Unit Trust returns are subject to market volatility, past performance is not an indicator of future returns.
Please visit https://portal.cal.lk and register using your NIC/Passport number, valid mobile and email. There you will find the option to register for CAL Unit Trust Funds, see our Web Guide. Please have your NIC, recent Billing Address Proof (utility bill, bank statement etc) and recent Bank statement ready for a smooth signup.
Video Guide
You can follow the same process as above using our mobile App ‘CAL Online’ from the Apple App Store or Google Play Store.
You can view you investment fund portfolio, earning and your transaction history online through https://portal.cal.lk/
You can also submit your investment instructions (creations) and withdrawal instructions (redemptions) through the portal
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