Why Unit Trusts with First Capital?

A smarter way to grow your money starts with the right partner. For 40+ years, we’ve helped 100,000+ Sri Lankans invest confidently through Unit Trust funds in Sri Lanka, offering SEC-regulated Sri Lankan investment plans.
Unit Trusts

Benefits To You

Investing shouldn’t feel complicated. That’s why we keep it rewarding, giving you peace of mind.
Unit Trusts
Professional Management
With the premier Unit Trust company in Sri Lanka, there’s no need to pick assets; specialists track the market for you.
Unit Trusts
Diversification
Your risk spreads across multiple investments, not one big bet.
Unit Trusts
Start Small
Begin with only LKR 1000.
Unit Trusts
Easy Entry and Exit
Buy or sell units with flexibility, because you deserve the power to control your assets.

Funds We Offer

Each fund is professionally managed, monitored daily, and designed to suit every investment goal within Sri Lankan capital markets — from short-term, long-term, or anything in between.
  • Money Market Fund
  • Equity Fund
  • Fixed Income Fund
  • Money Plus Fund
  • Gilt-Edged Fund
  • Wealth Fund

The Team Behind Our Unit Trust Funds

We are dedicated to helping you grow your wealth with confidence through carefully selected Unit Trust investments. From identifying the right funds to ongoing portfolio monitoring and rebalancing, we guide you through every stage of your Unit Trust journey with a strategy tailored to your financial goals, time horizon, and risk appetite.

Our team brings over 100 years of combined experience in Unit Trust advisory, offering deep market insight and disciplined fund selection to help you build a resilient, well-diversified portfolio.
Unit Trusts

Reports & Performance Documents

Year 2025
First Capital Gilt-edged Fund (FCGEF)
First Capital Gilt-edged Fund (FCGEF)
Unit Trust - Reports
Download PDF
Year 2025
First Capital Money Market Fund (FCMMF)
First Capital Money Market Fund (FCMMF)
Unit Trust - Reports
Download PDF
Year 2025
First Capital Money Plus Fund (FCMPF)
First Capital Money Plus Fund (FCMPF)
Unit Trust - Reports
Download PDF
1 6 7 8 9 10 18

Unit Trust Documents

2022
Unit Trusts
FCWF
Explanatory Memorandum
Download PDF
2022
Unit Trusts
FCMMF
Explanatory Memorandum
Download PDF
2022
Unit Trusts
FCGEF​​
Explanatory Memorandum
Download PDF

Frequently Asked Questions

Are Unit Trusts regulated?
Yes, all Unit Trusts offered by First Capital are securely governed by the Securities and Exchange Commission (SEC) Of Sri Lanka.
What is the minimum investment amount?
A Unit Trust account can be opened up with a minimum investment of LKR 1000.
How do I withdraw money?
Redemptions can be made through the First Capital Portal, and the First Capital WhatsApp Portal. Money Plus Fund redemptions can even be made via any ATM
Explore More
First Capital powers ahead with Market-Leading Performance in FY 2024/25
See More
First Capital unveils SME-focussed Advisory Services at Scale Up Sri Lanka 2025
See More
First Capital Treasuries PLC reports Rs. 3.0Bn Profit after Tax for FY 2024/25
See More
Explore More
First Capital’s Mid-Year Outlook Investor Forum 2025 leads dialogue in market strategy and inclusion
See More
First Capital Treasuries PLC reports Rs. 3.0Bn Profit after Tax for FY 2024/25
See More
Lanka Rating Agency Upgrades First Capital Holdings PLC to ‘A+’
See More
Explore More
First Capital unveils SME-focussed Advisory Services at Scale Up Sri Lanka 2025
See More
Lanka Rating Agency Upgrades First Capital Holdings PLC to ‘A+’
See More
First Capital’s Mid-Year Outlook Investor Forum 2025 leads dialogue in market strategy and inclusion
See More