📈 Unit Trust Industry Hits Rs. 587 Bn in 2025

Sri Lanka’s unit trust sector closed 2025 with strong growth, reflecting a significant shift in investor sentiment toward capital appreciation and market-linked products. • Overall Performance: Assets Under Management (AUM) grew 7.8% YoY to reach Rs. 587 Bn. The industry hit a peak of Rs. 613 Bn during the year, managed by 16 companies across 86 funds. • Sector Shifts: While fixed-income holds the largest AUM share, equity-related funds dominated new inflows with Rs. 30 Bn (vs. just Rs. 2 Bn for fixed-income). Open-ended growth (equity) funds saw a massive 79% YoY increase. • Investor Base: Total unit holders reached 143,976, a robust 25.4% YoY increase. The industry added 30,485 new investors in 2025 alone, with a 2.0% monthly growth recorded in December. • Market Trends: Investors moved away from ultra-safe money-market instruments toward medium-term growth, balanced, and sector funds, signaling a rising risk appetite and long-term focus. _Note: Based on provisional industry data for the 2025 calendar year._