Namal Funds
NAMAL offers a variety of funds - Equity, Fixed Income, Money Market and Balanced funds - that cater to all investment requirements. When you invest in one Unit Trust you have the option of transferring your investment to a different Unit Trust without incurring any fees should your investment requirements change.
NAMAL currently manages the National Equity Fund, the first Unit Trust licensed in Sri Lanka. All NAMAL Unit Trusts are licensed and regulated by the Securities and Exchange Commission of Sri Lanka. NAMAL products are available from all Union Bank branches.
|
Open-ended Funds
.
|
||||
|
Fund Name |
Fund Type |
Objective |
Minimum Investment |
|
|
National Equity Fund |
Balanced |
Income and long term growth |
Rs. 1,000/= |
|
|
NAMAL Growth Fund |
Growth |
Long term capital growth |
Rs. 5,000/= |
|
|
NAMAL IPO Fund |
Growth |
Capital growth |
Rs. 10,000/= |
|
|
NAMAL High Yield Fund |
Fixed Income |
Income |
Rs. 10,000/= |
|
|
NAMAL Money Market Fund |
Money Market |
Cash management |
Rs. 1,000,000/= |
|
|
NAMAL Income Fund |
Income |
Income |
Rs. 10,000/= |
|
|
Close-ended Funds
.
|
||
|
Fund Name |
Fund Type |
Objective |
|
NAMAL Acuity Value Fund |
Equity |
Long-term capital growth |
|
NAMAL AMANA Equity Fund |
Equity |
Shariah compliant |
|
NAMAL Gilt Edge Fund |
Debt |
Income |