📈 SL Unit Trust Industry Hits Rs. 609 Bn AUM in February

Sri Lanka's unit trust sector remained stable in February 2026, recording a 4% YoY growth in Assets Under Management (AUM) despite remaining flat on a month-on-month basis. • Overall Figures: Total AUM reached Rs. 609 Billion, managed across 85 funds by 16 licensed firms. • Sector Shifts: A significant pivot toward equity-related funds saw their value double YoY to Rs. 68 Billion. Conversely, fixed income funds saw a 4.4% YoY decline. • Investor Appetite: There is a notable transition from short-term money market instruments toward medium-to-long-term options, specifically open-ended growth and index/sector funds. • Investor Base: The industry added 2,623 new unit holders in February (up 69.8% YoY). The total investor base now stands at 149,573, reflecting a 26.4% YoY increase. The Unit Trust Association of Sri Lanka (UTASL) attributes this performance to a shift toward balanced allocations and professional fund management, strengthening the financial services landscape and its contribution to national economic growth.