First Capital Fixed Income Fund delivers highest 5-year CAGR among Sri Lanka’s open-ended income funds as of March 31, 2026, highlighting the fund’s consistent long-term performance while expanding access to professionally managed investment solutions for a wider range of investors.
First Capital Fixed Income Fund delivers highest 5-year CAGR with stronger investor access
First Capital Wealth Management Limited, the wealth management arm of First Capital Holdings PLC, has strengthened its unit trust offering by enhancing the First Capital Fixed Income Fund (FCFIF), reinforcing its commitment to delivering accessible, performance-driven investment opportunities. Alongside the product enhancement, the company is launching a series of investor awareness programmes aimed at improving financial literacy and increasing participation in its growing portfolio of unit trust products.
According to the company, the FCFIF recorded the highest five-year compound annual growth rate (CAGR) among Sri Lanka’s open-ended income funds as at March 31, 2026. The achievement reflects the fund’s disciplined investment strategy, prudent portfolio management and ability to generate stable long-term returns despite evolving market conditions.
Designed for investors seeking medium-term capital growth through lower-risk investment instruments, the FCFIF primarily invests in a diversified portfolio of government securities, investment-grade corporate debt instruments and fixed deposits. This balanced investment approach is intended to provide stability while offering competitive return potential, making the fund suitable for both new and experienced investors seeking exposure to fixed income investments.
The enhancement of the fund forms part of First Capital Wealth Management’s broader strategy to widen access to professionally managed investment solutions. By making unit trust products easier to understand and invest in, the company aims to encourage greater participation in Sri Lanka’s capital markets while helping individuals build diversified investment portfolios.
Supporting this objective, the company has introduced a fully digital onboarding experience that allows investors to access the fund through a completely paperless investment process. The digital platform simplifies account opening and investment management, providing customers with greater convenience while reducing administrative barriers associated with traditional investment procedures.
First Capital Asset Management (FCAM), which manages the fund, brings decades of experience in Sri Lanka’s capital markets. The company has built a strong reputation for active portfolio management, strategic asset allocation and disciplined investment decision-making across the fixed income sector.
The FCFIF is overseen by an experienced investment management team supported by a seasoned investment committee with extensive expertise in macroeconomic analysis, bond markets and portfolio construction. This combination of research-driven decision-making and active fund management has contributed to the fund’s long-term performance and resilience across changing market environments.
Commenting on the achievement, FCAM Director and Chief Executive Officer Kavin Karunamoorthy said investors are increasingly seeking professionally managed investment solutions capable of delivering consistent returns while adapting to evolving economic conditions.
He noted that the FCFIF has been built on a strong foundation of research, market expertise and disciplined portfolio management, adding that its long-term performance reflects the company’s ongoing commitment to creating sustainable value for investors through carefully managed fixed income investments.
Beyond performance, the company continues to focus on enhancing investor engagement through educational initiatives designed to improve understanding of unit trusts and long-term wealth creation strategies. These awareness programmes are expected to encourage more Sri Lankans to explore professionally managed investment products suited to different financial goals and risk profiles.
First Capital Holdings continues to strengthen its position as one of Sri Lanka’s leading investment institutions by offering a comprehensive portfolio of wealth management, investment banking and advisory services. The continued enhancement of the First Capital Fixed Income Fund demonstrates the company’s customer-centric approach to expanding investment accessibility while delivering solutions aligned with changing investor needs and emerging market opportunities.
As demand for professionally managed investment products continues to grow, the First Capital Fixed Income Fund remains well positioned to provide investors with a balanced, research-driven investment solution backed by experienced fund managers and a proven long-term performance record.