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First Capital Wealth Fund

Minimal Risk, Long-Term Wealth Expansion.

Fund Overview

Invests in corporate debt and government securities with the goal of generating income and achieving capital growth. It also seeks to capitalize on opportunities arising from movements in interest rates. Over the long term, it may offer more attractive returns compared to comparable passive deposits.

Fund Information

Open-Ended

Type of Fund

Low Medium

Risk Level

LKR 1,000

Minimum Investment

Why Choose the First Capital Wealth Fund?

The Wealth Fund is designed for stronger long-range returns than traditional deposits, with our experts managing the details.

Low Risk

Exclusively invests in low risk instruments

Dividend Payments

Earn return-based dividends through units.

Open-Ended

Enter and exit at any time

Capital Protection

Designed to preserve investments over time

How they Work

This pools investor money and invests in corporate debt and government securities, capitalising on opportunities arising from movements in interest rates as well. The First Capital Wealth Fund is recommended as a long-term alternative to similar passive deposits.

Fund Facts

Assets Under Management

LKR 245.3 Million

Rate

4.60%

Buy Price

LKR 2,263.73

Sell Price

LKR 2,263.79

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.

Speak to an advisor

Frequently Asked Questions

What is a Wealth Fund in Sri Lanka?

A wealth fund combines investor funds with corporate debt and government securities, leveraged by potential growth from fluctuating interest rates.

Who should invest in Wealth Funds locally?

Wealth Funds suit Sri Lankan investors seeking long-term capital growth, diversification across asset classes, and disciplined portfolio management aligned with local market conditions.

How does First Capital manage Wealth Funds?

First Capital Wealth Funds are actively managed using research-driven strategies, asset allocation discipline, and continuous monitoring to optimise returns across Sri Lankan market cycles.