Investments in Unit trusts -Money Market funds- Income Funds

hirankb

hirankb

Senior Equity Analytic

Posts : 89
Equity Stars : 4919
Reputation : 15
Join date : 2011-10-17
Age : 60

Can a knowledgeable person expose the safest Unit trust manager currently in operation for Money market or Income funds .

Who is the safest - The best Trustee and the best management
The best performer in the last 6 months.

Please include some numbers and calculations to make the replies more credible.
Thanks in advance.

to short list.. NDB wealth management, Caliptal Alliance... etc..

RJ1010

RJ1010

Assistant Vice President - Equity Analytics

Posts : 719
Equity Stars : 2317
Reputation : 11
Join date : 2020-07-06

I had researched this a month or so back. For me the best growing and stable performers are as below based on 5yr CAGR and current portfolio and performance.
NDB WEALTH Income fund (5yr CAGR 11%), Gilt edged fund (5yr CAGR 13.4%)
CAPITAL ALLIANCE income fund (5yr CAGR 12.3%) and investment grade fund (5yr CAGR 10.3%)

All the financials are available to review in the respective websites and at utasl.lk