Balanced unit trusts in Sri Lanka

Compare Sri Lankan balanced unit trusts that split between equities and fixed income. See annualized YTD returns, 5-year CAGR, and NAV from the latest UTASL snapshot.

Balanced funds mix CSE-listed equities with government securities and corporate debt. They aim for steadier growth than pure equity funds, with less drawdown risk in falling markets.

Top annualized YTD

n/a

No matching funds yet

Funds in view

matching the category

Combined NAV

LKR 0.00

after the next UTASL release

Balanced funds ranked by annualized YTD return

Full universe

Ranked by annualized year-to-date return so reports from different month-ends stay comparable. Always verify the latest figures and the fund offering document with the asset manager.

No funds match this view in the current snapshot. New rows will appear after the next UTASL ingestion run.

Frequently asked questions

What is a balanced unit trust in Sri Lanka?

A balanced fund holds a mix of equities and fixed income, often in a target band (for example 50:50 or 60:40). The blend is intended to soften equity-market volatility while keeping some growth potential.

Who is a balanced fund best suited to?

Investors who want exposure to CSE upside but cannot stomach a pure equity drawdown. Common use cases include medium-term goals 3-7 years out and retirement-stage portfolios needing income with some growth.

How is performance compared between balanced funds?

Look at annualized YTD return and 5-year CAGR together with the equity allocation band. Two balanced funds with very different equity weights are not directly comparable.

Other Sri Lanka unit trust research

Best unit trusts

top-performing unit trusts, best Sri Lanka mutual funds, fund league table

Money market funds

money market funds, cash management funds, short-term unit trust Sri Lanka

Gilt-edged funds

gilt funds, government securities funds, treasury bill unit trust Sri Lanka

Income funds

fixed income funds, income unit trust, debenture funds Sri Lanka

Equity funds

equity funds, share unit trust, CSE-focused unit trust Sri Lanka

Shariah funds

Shariah funds, Islamic unit trust, halal investment Sri Lanka

Use these tools next

Money market calculatorProject a unit-trust-style cash position over time.Fixed deposit calculatorEstimate maturity value before locking funds in an FD.Compare FD ratesSide-by-side LKR fixed deposit comparison across institutions.

Source: Unit Trust Association of Sri Lanka (UTASL) monthly performance reports. Figures are indicative and can contain extraction errors. TaprobaneFi is a research and education site — content on taprobanefi.com/unit-trust-analysis/balanced-unit-trusts-sri-lanka is not personalised investment advice. Always verify with the asset manager before committing capital.