Compare Moderately Cautious unit tust funds available in Sri Lanka at any time day or night and save with the right deal in minutes.The funds listed below are especially suitable for moderately cautious investors.
We help you search for the leading Moderately Cautious fund or unit trust providers in Sri Lanka that offer you with the right deal in a more transparent manner.
| COMPARE MODERATELY CAUTIOUS UNIT TRUST FUND DEALS | ||||||||||
| MODERATELY CAUTIOUS FUND PROVIDER | FUND FINANCIALS | ASSET ALLOCATION METHOD | FEE STRUCTURE | PERFORMANCE | APPLY ONLINE | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Minimum Investment | Fund Structure | Your Return | Front End | Mgt Fee | Exit Fee | 1(One) Year | 3(Three) Year | |||
Namal Equity Fund | SLR 1,000 | Open Ended | 43.50% | The fund has the flexibility of investing up to 80% in the stock market | 2% | 1.5% | 0% | 65.79% | 47.92% |  |
| The fund attracts a front end fee of 2% at the time of investment and a management participation of 1.5% based on the net asset value of the investment Trustee and Custodian = Deutsche Bank AG | Compare More | |||||||||
Comtrust Equity Fund  | SLR 10,000 | Open Ended | 43.11% | 100% in stocks and 31% of the entire CSE market capitalization | 3% | 2% | 2% | 60.11% | 36.74% | |
| The fund will invest primarily in equity securities and may also invest in fixed income instruments Trustee and Custodian = Deutsche Bank AG | Compare More | |||||||||
Eagle Growth and Income Fund  | SLR 5,000 | Open Ended | 40.42% | 95% in shares (with upto 100% on fixed income investments) | 5% | 1.5% | 0% | 43.47% | 62.75% | |
| Maximum investment of 95% to shares (as a percentage of the Net Asset Value of the Fund) Trustee and Custodian = Deutsche Bank AG | Compare More | |||||||||
Ceybank Unit Trust Fund  | SLR 1,000 | Open Ended | 42.63% | 100% in stocks of which 74% in the financial Sector of the CSE | 5% | 1.98% | 0% | 60.25% | 59.67% | |
| Covers 74% of the Banking, Finance and Insurance Sector of the CSE | Compare More | |||||||||
