Best unit trusts in Sri Lanka

Compare the best-performing unit trusts in Sri Lanka by annualized YTD return using the latest UTASL monthly performance snapshot. Verify with the manager before investing.

Use this ranked snapshot to screen the unit trusts with the strongest annualized year-to-date returns across Sri Lankan asset managers. It is not a recommendation — past performance, category, risk, fees, and your own horizon all matter before you invest.

Top annualized YTD

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Combined NAV

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Top Sri Lankan unit trusts 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

How is the "best" unit trust in Sri Lanka decided here?

Funds are ranked by annualized year-to-date return from the latest UTASL monthly performance report. Annualizing makes mid-year snapshots comparable, but it is still backward-looking and does not predict future returns.

Is the top-ranked fund a buy recommendation?

No. Past performance does not guarantee future returns and the table ignores risk profile, fund category, fees, manager skill, and your personal liquidity needs. Read the fund offering document before investing.

How often is this leaderboard refreshed?

It refreshes whenever a new UTASL monthly performance report is published and ingested. Each row shows the reporting month used so you can tell how recent the snapshot is.

Other Sri Lanka unit trust research

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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

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Equity funds

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Balanced funds

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Shariah funds

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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/best-unit-trusts-sri-lanka is not personalised investment advice. Always verify with the asset manager before committing capital.