Equity unit trusts in Sri Lanka

Compare Sri Lankan equity unit trusts that invest in CSE-listed shares. Screen annualized YTD returns, 5-year CAGR, and fund NAV from the latest UTASL performance report.

Equity funds invest in Colombo Stock Exchange listed companies. They aim for capital growth over multi-year horizons and can be more volatile than money market or fixed-income funds. Use them for goals at least 3-5 years out.

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Equity funds ranked by annualized YTD return

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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.

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Frequently asked questions

How risky are equity unit trusts in Sri Lanka?

They carry equity-market risk: the NAV per unit can move sharply with the Colombo Stock Exchange. They are more suited to long-horizon investors who can ride out drawdowns.

Should I pick the equity fund with the highest YTD return?

A high YTD number can come from a single sector rally or a small fund. Compare 5-year CAGR, drawdowns, and the manager's investment style before deciding.

Equity unit trust vs buying stocks directly?

A unit trust provides instant diversification and professional management for a fee. Direct stocks give you control and lower running cost but require time, research, and discipline.

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