Invests in corporate debt and government securities maturing within 13 months, with ATM access for withdrawals, an ideal alternative to traditional deposits.
Fund Information
Open-Ended
Type of Fund
Moderate
Risk Level
LKR 1,000
Minimum Investment
Why the First Capital Money Plus Fund?
Secure returns with high liquidity, perfect for the short-term investor.
ATM Withdrawable
High Liquidity redeemable via any ATM
Savings Alternative
Great alternative to traditional savings deposits
Open-Ended
Enter and exit the fund anytime
Capital Efficiency
Ideal for parking surplus cash
How they Work
This pools investor money and invests in government securities and corporate debt maturing within 13 months. The fund earns interest income, distributes returns to investors, and aims to provide stability with lower risk.
Fund Facts
Assets Under Management
LKR 98.9 Mn
Rate
6.87%
Buy Price
LKR 1,170.41
Sell Price
LKR 1,170.41
Date
Annualized YTD as at 26/04/2026
Choosing the Fund for You
Investing does not have to be complicated. Speak with us, and we will help you find the fund that’s right for you.
A Money Plus Fund by First Capital targets enhanced returns by investing in short to medium-term fixed income securities while maintaining reasonable liquidity.
How does Money Plus Fund differ locally?
Money Plus Funds offer high yield potential, balancing income generation and moderate risk for Sri Lankan investors.
Who should invest in Money Plus Funds?
These funds suit investors seeking better returns than savings accounts with controlled risk and short to medium-term investment horizons.
Start Investing Today
Start your journey with First Capital’s Unit Trusts, your trusted Sri Lankan investment plans for growth, security, and financial confidence.
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