Sri Lanka's Unit Trust Industry Soars: AUM Crosses Rs. 600 Bn Mark 📈

• Assets Under Management (AUM) reached Rs. 603 Bn by end-October 2025, surpassing the Rs. 600 Bn mark and rising from Rs. 592 Bn in September. • This growth reflects a significant 16% Year-on-Year (YoY) increase. • Investor Activity: The total number of unit holders grew to 137,224. • 3,628 new unit holders were added in October, contributing to nearly 25,000 new investors Year-to-Date (YTD). • Key Inflows: Approximately Rs. 4 Bn was channeled into equity-related funds in October, indicating growing investor confidence in Sri Lanka's capital markets and a move away from traditional savings methods. • The industry manages assets across 85 funds via 16 licensed management companies. • The Unit Trust Association, together with SEC/CSE, remains focused on strengthening financial literacy and investor participation across the country.