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Wealth management / First Capital
First Capital logo

First Capital

First Capital Asset Management Limited: licensed by the SEC Sri Lanka to manage unit trusts

  • firstcapital.lk
  • +94 11 265 1651; +94 11 2 639 898
  • [email protected]
  • No: 02, Deal Place, Colombo 00300, Sri Lanka

Unit trusts are not bank deposits

The value of units can go down as well as up, past returns do not guarantee future returns, and a unit trust is not covered by the deposit insurance scheme. Every manager listed here is licensed by the Securities and Exchange Commission of Sri Lanka. AnyBanQ compares what the managers publish; it does not give investment advice. Read the fund's explanatory memorandum and key information before you invest. Details checked on the managers' websites on 5 November 2026.

Funds

6 funds

  • First Capital Money Market Fund

    Money MarketLKR
    Minimum investment
    LKR 1,000
    Management fee
    0.5%
    Entry fee
    None
    Exit fee
    None
    Trustee
    Bank of Ceylon
    Fund page Factsheet
  • First Capital Gilt-Edged Fund

    GiltLKR
    Minimum investment
    LKR 1,000
    Management fee
    0.5%
    Entry fee
    None
    Exit fee
    None
    Trustee
    Bank of Ceylon
    Fund page Factsheet
  • First Capital Fixed Income Fund

    IncomeLKR
    Minimum investment
    LKR 1,000
    Management fee
    0.5%
    Entry fee
    None
    Exit fee
    None
    Trustee
    Bank of Ceylon
    Fund page Factsheet
  • First Capital Money Plus Fund

    IncomeLKR
    Minimum investment
    LKR 1,000
    Management fee
    0.5%
    Entry fee
    None
    Exit fee
    None
    Trustee
    Hatton National Bank PLC
    Fund page Factsheet
  • First Capital Wealth Fund

    IncomeLKR
    Minimum investment
    LKR 1,000
    Management fee
    1.1%
    Entry fee
    None
    Exit fee
    Up to 1% within 12 months
    Trustee
    Bank of Ceylon

    Its factsheet states a maximum exit fee of 3%: check with First Capital.

    Fund page Factsheet
  • First Capital Equity Fund

    GrowthLKR
    Minimum investment
    LKR 1,000
    Management fee
    1%
    Entry fee
    None
    Exit fee
    Up to 1% within 12 months
    Trustee
    Bank of Ceylon
    Fund page Factsheet

“—” means the manager does not publish that detail on its website. Fees and minimums can change: check the fund's own page before you invest.

Compare unit trusts from every manager

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Contact Info

  • [email protected]
  • Clobe (Pvt) Ltd
    Level 35, East Tower, World Trade Centre,
    Echelon Square, Colombo (00100), Sri Lanka

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Rates are collected from published sources and can change without notice. AnyBanq is a comparison service, not a bank, and nothing here is financial advice — confirm terms with the institution before you deposit or borrow.

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