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Performance tables · after the next UTASL release
Sri Lanka unit trust returns and performance
Explore Sri Lankan unit trust returns from the latest UTASL monthly performance report — YTD, annualized YTD, 5-year CAGR, and category averages in one place.
Returns vary widely by category and manager. This page is a screening tool: scan the full universe, drill into a category, and treat any single number as one input. Always cross-check against the manager's fact sheet before investing.
Top annualized YTD
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after the next UTASL release
Top Sri Lankan unit trusts by annualized YTD return
Full universeRanked 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
What is annualized YTD return?
It scales the year-to-date return as if the same pace continued for a full year. This makes mid-year snapshots roughly comparable across funds reporting on different month-end dates.
Why do two funds in the same category have very different YTD numbers?
Manager strategy, portfolio duration, sector weights, fund size, and timing of inflows all matter. The category label is a starting filter, not a guarantee of similar exposure.
How far back does the performance history go?
It depends on each fund's inception. The 5-year CAGR column is only populated when a fund has at least five years of reported data in UTASL's record.
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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/unit-trust-returns-sri-lanka is not personalised investment advice. Always verify with the asset manager before committing capital.