The Equity Fund or more commonly known as – Share Market is a long term investment avenue that pools your funds and invests them in the Colombo Stock Exchange (CSE).
|Nature of the fund
|This fund has a longer holding period (typically 24 – 36 months) and is prone to market movements
|Hatton National Bank PLC
|We aim to help grow your money by investing in the Share Market.
|Minimum initial investment
|LKR 5,000/= or more
|2.25% per annum charged to the entire fund and not individual investors
|0.15% per annum charged to the entire fund and not individual investors
|3% exit fee in the 1st year
2% exit fee in the 2nd year
1% exit fee in the 3rd year
No exit fees after the 3rd year
For someone who wants to invest in the share market and is comfortable with holding his/her funds for a longer time period while withstanding market fluctuations.
|20th February 2024
|Investor Selling Price (LKR)
|Investor Buying price (LKR)
|Softlogic Equity Fund (Includes 3% exit fee for year 1)
All customers that invest in either or both of our two Unit Trust Funds – Softlogic Money Market Fund or Softlogic Equity Fund will receive a Basic Life Cover equal to their invested amount from Softlogic Life Insurance. (Subject to a Life Cover up to a maximum of LKR 500,000)
For more information call us on 011 2104304