JB Vantage
J B Financial (Pvt) Ltd: licensed by the SEC Sri Lanka to manage unit trusts
- jbvantage.lk
- +94 70 211 1999 (Hotline); +94 11 249 0900 (General)
- [email protected]; [email protected]
- 150, St. Joseph's Street, Colombo 14, 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
4 funds
JB Vantage Money Market Fund
Money MarketLKR- Minimum investment
- LKR 1,000,000
- Management fee
- 0.5%
- Entry fee
- None
- Exit fee
- None
- Trustee
- Deutsche Bank AG, Colombo Branch
JB Vantage Short Term Gilt Fund
GiltLKR- Minimum investment
- —
- Management fee
- 0.4%
- Entry fee
- None
- Exit fee
- None
- Trustee
- Deutsche Bank AG, Colombo Branch
JB Vantage publishes two different minimums (LKR 100,000 and LKR 1 million): check with the manager.
JB Vantage Credit Opportunity Fund
IncomeLKR- Minimum investment
- LKR 100,000
- Management fee
- 0.6%
- Entry fee
- None
- Exit fee
- None
- Trustee
- Hatton National Bank PLC
JB Vantage Value Equity Fund
GrowthLKR- Minimum investment
- LKR 1,000,000
- Management fee
- 1.3%
- Entry fee
- 2%
- Exit fee
- 2% within 1 year
- Trustee
- Deutsche Bank AG
“—” 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.