Professionally Managed
Sri Lankan Fund Exposure
In Sri Lanka, mutual-fund style products are structured as unit trusts or collective investment schemes (CIS). They allow investors to pool money into professionally managed portfolios. The SEC lists 16 authorised managing companies and their collective investment schemes.
Why Consider a Unit Trust?
Diversification
A fund can spread exposure across multiple securities instead of relying on a single company or bond — reducing concentration risk.
Professional Management
Licensed fund managers select and monitor investments within the fund mandate, providing expertise that individual investors may lack.
Redemption Route
Open-ended unit trusts usually provide a defined redemption process, subject to fund rules — providing an exit mechanism not available in all direct investments.
Regulatory Disclosure
Investors receive fund facts, performance data, fees, risk profile, and trustee details — all regulated under the SEC framework.
Authorised Fund Managers (as of 25 May 2026)
The SEC listed 16 managing companies when accessed on 25 May 2026. Always re-check the SEC website before investing as licences and product ranges can change.
1. Arpico Ataraxia Asset Management
2. Asia Securities Wealth Management
3. Asset Trust Management
4. Assetline Capital
5. Capital Alliance Investments
6. Ceybank Asset Management
7. Ceylon Asset Management Company
8. CT CLSA Asset Management
9. First Capital Asset Management
10. J B Financial
11. LYNEAR Wealth Management
12. National Asset Management
13. NDB Wealth Management
14. Premier Wealth Management
15. Senfin Asset Management
16. Softlogic Asset Management
Common Fund Types and How to Read Them
| Fund Type | Typical Holdings | Investor Profile | Main Risks |
|---|---|---|---|
| Money market | Short-term deposits, treasury bills, high-quality money-market instruments | Short-term cash management and lower volatility needs | Interest-rate changes, reinvestment risk, manager selection |
| Gilt / government securities | Treasury bills and Treasury bonds | Investors seeking sovereign fixed-income exposure | Interest-rate risk, duration risk, liquidity in longer maturities |
| Income / corporate debt | Corporate debentures, commercial paper, deposits, government securities | Investors seeking income with higher credit analysis needs | Issuer default risk, rating changes, liquidity risk |
| Balanced | Mix of equities and fixed income | Investors wanting one portfolio with moderate risk | Market risk plus interest-rate and credit risk |
| Equity | Listed shares on the CSE | Longer-term investors seeking capital growth | Share-price volatility, sector risk, liquidity risk |
Explore Managed Fund Options in Sri Lanka
InvestmentLanka can help you identify appropriate fund types, verify managing company licences, and guide you through the investment process in Sri Lanka.