Products & Services : What we offer

Individuals & Corporates have diverse investment needs and expectations. Some investors would want high capital growth, while others look to generating regular income. Risk averse investors might want to preserve their capital. Cash management and tax efficient investments are just some of the other varied needs.

Our Products & Services give investors an opportunity to choose an investment to suit their specific need and are categorized as follows.

Ceybank Unit Trust Funds

Before investing we suggest you consider the following aspects.

  • What is your objective in investing this money & Expected return
  • What is the risk you can tolerate (can you afford to see temporary decline of your capital?)
  • Do you need a regular income
  • How long do you intend keeping the investment (do you need liquidity)

The following diagram will help you choose an investment (Fund/s) suited to your needs and expectations.

Fund Name Ceybank Century Growth Fund Ceybank Unit TrustFund Ceybank Savings Plus Money Market Fund Ceybank Surakum Gilt Edge Fund Ceybank Gilt Edge Fund B Series)
Investment ObjectiveCapital GrowthCapital Growth & IncomeMaximize IncomeCapital Preservation & Income Capital Preservation & Income
Return ExpectationHighMedium to HighMediumLow to Medium Low to Medium
Risk BarometerHighMedium to HighLow to MediumLow Low
Fund CategoryGrowthIncome and GrowthMoney MarketGilt Edge Gilt Edge
Income(dividends)AnnuallyAnnuallySemi-AnnuallySemi-Annually Semi-Annually
Recommended Investment PeriodLong TermMedium–Long TermShort termShort – Medium term Short – Medium term
Minimum Initial InvestmentRs 5,000/-Rs 1,000/-Rs 10,000/-Rs 10,000/- Rs 10,000/-
LiquidityCan be cashed at the day's prevailing price on any working day
Fund Invests InStocksStocks/ T bills/ Corporate DebtCorporate Debt/ T billsT bills/ T bonds T bills/ T bonds

Click on the specific Fund Name to find out more details about the respective Fund

Learn how to make an investment once you have decided.

Ceybank Investment Plans

Ceybank Investment Plans are based on investing regularly and designed to suit individual Lifestyle investment needs. Face the future confidently by making your own investment plan to achieve your financial goals, be it your wedding, retirement, a dream home or children's education.

Cey MIPs (Ceybank Monthly Investment Plans) is a regular Investment Plan that allows you to invest in different types of investments (Stocks, Corporate Debt, Treasury bills etc.) through a pre arranged mix from four investment Funds.

(Read Cey MIPs brochure)

Talk to us on how to design your own Investment plan. Call 94 11 760 2007 (Kumudu)