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Aiming to sustain & grow your capital over the short, medium & longer term. Unit Trusts are non-traditional investment vehicles which investors are able to obtain a maximized return even with small sums of money whereas Wealth Management offers customized investment plans to generate a maximized return on behalf of the client.

Unit Trust Management

Wealth is one of prime aspects in people’s lives. If you have even a small amount of money, you will be able to be part of such community who earns a sustainable and maximized return by investing in “Units”. Unit Trusts are unconventional type of investment for most of Sri Lankans. Therefore, we offer two “unit trusts” with distinct objectives, investment methods and diversified asset allocations to manage risks. Hence, your return is maximized with an acceptable level as an individual investor or a corporate investor.

* KEY INVESTOR INFORMATION DOCUMENT

Fund Price Details

Date Premier Money Market Fund
BuySell
05-03-202633.825433.8254
Unit price for last five days >>
Date Premier Money Market Fund
BuySell
04-03-202633.818133.8181
03-03-202633.810833.8108
27-02-202633.781933.7819
26-02-202633.774833.7748
25-02-202633.767633.7676

Why Choose us

Our Funds are suitable for varying investment needs and risk profiles. Ranging from diversified to concentrated portfolios, they offer access to many markets and investment strategies.

We aim to deliver investment returns above the fund benchmarks, by actively managing our investment selections and asset allocation. Investments are closely monitored, to add or reduce holdings as markets change.

We not only leverage towards market driven research & portfolio management but also towards compliance as a separate function. Adhering to the Unit Trust code as well as other directives and guidelines from Securities & Exchange Commission of Sri Lanka is integral part of our culture. Our team also monitors on key compliance limits, dates and requirements on timely basis.

Simple. Fast. Assured

  • Simple

  • Hassle free Application and KYC forms for both individual and corporate Investors.

  • Fast

  • Duly filled Application and KYC forms could be sent either through e-mail or post.

  • Assured

  • Accurate & reliable process of Unit creation and cancellation with guaranteed confirmation.

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Annual Reports

Interim Reports