Unit Trust Association Sri Lanka Logo
Prices/Performance
Contact Us
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.

Invest with purpose
Stay consistent

Whether you're planning for the future or building your wealth today, our expert financial strategies are designed to help you stay on track
Learn More
Prices/Performance
A diverse family group, including parents and grandparents, smiling while talking with a professional financial advisor.
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.

About the Association

The Unit Trust Association of Sri Lanka (UTASL) is the collective voice of Sri Lanka’s licensed fund management companies. We exist to ensure the industry operates with the highest levels of professionalism, integrity and transparency—so you can invest with confidence.
Abstract black curve forming a step-like shape on white background
Represent the industry before the Securities & Exchange Commission, Central Bank and Government
Uphold rigorous professional & ethical standards across all fund operations
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
The Securities and Exchange Commission of Sri Lanka (SEC) licenses and regulates all unit trust funds and conducts periodic on-site audits.
The official logo for the Securities and Exchange Commission of Sri Lanka (SEC).
A fan of white papers with different colored paper clips holding them together.
Abstract black curve forming a step-like shape on white background
Comprehensive Performance Insights
Detailed Analysis of Fund Performance
View All Reports
Latest Reports
Performance Report Oct 2025 View Data
Performance Report Aug 2025 View Data
Performance Report Jul 2025 View Data
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
A 3D-rendered red YouTube icon with a white play button.
A 3D-rendered red YouTube icon with a white play button.
A 3D-rendered white music note icon on a rounded orange background.
A 3D-rendered red YouTube icon with a white play button.
A 3D-rendered white icon of a photo with a sun and mountains, on a rounded yellow background.
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
Explore our Media Showcase
Check out our in-depth analysis of fund performance, complete with video insights and expert commentary.
View Media

Our Objectives

The Unit Trust Association of Sri Lanka (UTASL) is the collective voice of Sri Lanka’s licensed fund management companies. We exist to ensure the industry operates with the highest levels of professionalism, integrity and transparency—so you can invest with confidence.
Two male professionals in business shirts shaking hands, with a smiling woman in a red sari standing beside them.
Regulatory Engagement

Represent the unit trust industry before the Securities & Exchange Commission, Central Bank and Government on all key policy matters.

A man and woman sitting at a table and intently reading a document together.
Ethical Excellence

Uphold the highest professional and ethical standards across every area of fund operation.

A multi-generational family, including a young woman and an older man, reviewing documents together during a financial discussion.
Knowledge Dissemination

Share clear, timely information and insights to keep investors and members informed.

Learn More

Why Invest in Unit Trusts?

Superior Returns
Long‑term performance that typically outpaces inflation and bank deposits.
Low Entry Barrier
Start with just Rs. 1000 and expand your portfolio at your own pace.
Built‑in Diversification
Spread risk across equities, government securities and other asset classes.
Three glass jars with plants and coins, symbolizing the progression of a financial investment from small to large.
A hand holding a pile of gold coins with a small green plant growing out of them, symbolizing financial growth.
Expert Management
Professional fund managers monitor markets and optimize your investments.
Flexibility & Liquidity
Add or redeem units anytime—no lock‑in penalties.
Tax‑Efficient
Enjoy tax‑free returns in most circumstances.
Four professionals sitting around a conference table with laptops, meeting under a sign for the Unit Trust Association of Sri Lanka.
Industry Membership

UTASL members include Sri Lanka’s leading licensed fund managers united to raise industry standards and protect investor interests.

Learn More
A man sits at a desk, writing on a document with a laptop displaying the Unit Trust Association of Sri Lanka logo beside him.
Resources & Insights

Access comprehensive guides, market research and interactive tools designed to support every step of your investment journey.

Learn More

Frequently Asked Questions

Here are some Frequently Asked Questions from us, If you have any more questions forward them to user@email.com
What is a Unit Trust?
A Unit Trust is a collective investment vehicle that pools money from multiple investors to buy a diversified portfolio of assets—such as listed equities, , government securities such as treasury bills and bonds, bank deposits and corporate debt. Each investor owns units proportional to their contribution, sharing in any income and capital appreciation.
Most Unit Trusts have very low initial investment amounts of LKR 1,000/-. However this differs from fund to fund.
Yes, most unit trusts offer within the day redemption subject to internal cut offs. Some unit trusts will require notice. All information can be obtained from the Key Investor Information Document (KIID) of the relevant fund.
A single large, detailed green leaf with visible veins set against a blurred green background.
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.

Total Assets Under Management

As at 11th of September 2025

LKR

100000000000
A repeating pattern of interlocking red and teal curved U-shaped lines forming a wave-like design.
Two vibrant green leaves, one large and one small, set against a blurred green background.

Social Posts from X

An infographic comparing the average interest rates of savings (2.5-3.5%) and money market funds (9-12%)
A collage of logos for all the member firms of the Unit Trust Association of Sri Lanka, including Asset Trust Management and NDB Wealth Management.
An infographic explaining the mutual funds investment cycle, from investors pooling money to fund managers and returns.

Ready to Take the Next Step

Empower your financial journey with Sri Lanka’s unit trust experts. Discover the right fund, access our investor guides and join a community committed to long‑term growth and transparency.
Contact Us
Quick Links
Industry
Resources
Contact Us
Address:
[Address here]
Email:
[Email here]
Phone:
[phone number here]
Unit Trust Association Sri Lanka Logo
Design & Developed Ceylon Exchange Mentoring
Copyright ©2025 All rights reserved
DISCLAIMER:
The Information provided on the UTA website is based on the information provided by the members. As such UTA does not take any responsibility for its accuracy, completeness and timeliness.
Design & Developed Ceylon Exchange Mentoring