Sri Lanka Opportunity Fund.

The First UCITS Fund Dedicated to Sri Lanka.

A Regulated UCITS Gateway to Sri Lanka

The Sri Lanka Opportunity Fund (UCITS) is the first and only UCITS vehicle dedicated exclusively to Sri Lanka. The strategy provides regulated access to a frontier economy linked to India and the regions growth story.

The Fund combines European governance, disciplined liquidity management, and continuous on-the-ground research.

Investments span listed equities and selective fixed income, with a strict focus on liquidity and fundamentally resilient businesses aligned with Sri Lanka’s growth. The fund provides investors with an investment vehicle with daily liquidity.

A transparent, institutionally governed entry point into Sri Lanka’s public markets.

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Fund Overview

SLOF provides regulated access to Sri Lankan equities and selective fixed income through a European UCITS framework.

The strategy targets valuation dislocations in a market transitioning from crisis stabilisation to early recovery.

Designed for institutional allocators seeking controlled frontier exposure with governance, liquidity, and transparency.

Investment Strategy

The Fund invests primarily in listed Sri Lankan equities, complemented by selective fixed income and liquidity instruments.

Allocation adjusts across cycles, balancing upside participation with disciplined risk management.

Why Sri Lanka

Sri Lanka is an attractive equity and fixed income market that is inexplicably linked to Indias and the regions growth story.

Sri Lanka is a gateway to India, and the fund provides exposure to this along with key opportunities in Sri Lankas growing economy. Sri Lanka plays a pivotal part in services and Asia’s trade.

Sri Lanka is on an economic growth trajectory that will propel corporate earnings and provide investment opportunities at attractive long term valuations.

Details

Launch date 02 June 2025.

Legal form UCITS contractual fund under Liechtenstein law; single-fund structure.

ISIN LI1460187415; security no. 146018741.

Minimum investment USD 10,000; initial issue price USD 100.

Fees (maximums)

  • Portfolio management 1.20% p.a.
  • Depositary up to 0.25% p.a. or CHF 30,000 minimum p.a.
  • Administration 0.20% p.a. up to CHF 50m; 0.15% p.a. from CHF 50–100m; 0.12% p.a. over CHF 100m; stated minimums apply.

Performance fee 15% with high-water mark; no hurdle.

Governance Management company CAIAC; asset manager ACP CORUM PTY LTD; depositary Bank Frick AG; auditor Grant Thornton AG.

Dealing Information

Dealing frequency Daily valuation on Liechtenstein bank working days; subscriptions and redemptions accepted daily.

Order cut-off time 16:00 CET on the valuation day for both subscriptions and redemptions.

Trade/settlement Issue and redemption value date is three bank business days after NAV calculation.

Trading currency USD (invoice currency).

Entry/exit fees None.

A valuation-led approach to a growing frontier market.

A market that is linked to India and the regions trade and services growth. The strategy focuses on identifying liquid, listed equities best positioned to monetize this macro inflection.

Asymmetric Value

Sri Lankan equities currently trade at approximately 9× P/E, materially below regional peers. The Fund captures this valuation dislocation as sovereign debt restructuring unlocks deep value across banking, tourism, and export-oriented sectors.

Portfolio Composition

The portfolio invests across Sri Lankan listed equities, sovereign and high-grade corporate bonds, and liquidity instruments. This flexible structure allows participation across the market cycle while maintaining disciplined risk control.

Fund Structure

Fund Snapshot

Legal Form

Fund Identification

Investment Terms

NAV / Valuation

Fees & Economics

Governance

Fund Documents

Dealing Information

Dealing Frequency

Daily valuation on Liechtenstein bank working days

Order Cut-Off Time

16:00 CET on the valuation day

Trade / Settlement

Issue and redemption value date is three bank business days after NAV calculation

Trading Currency

USD (invoice currency)

Entry / Exit Fees

None

Macro-led positioning across a recovering frontier market

Strategy Overview

Long-term capital growth through a focused allocation to Sri Lankan listed equities, complemented by selective fixed income exposure and liquidity instruments.

Portfolio Composition

The portfolio invests across Sri Lankan listed equities, sovereign and high-grade corporate bonds, and liquidity instruments. This flexible structure allows participation across the market cycle while maintaining disciplined risk control.

Market Transition Thesis

Sri Lanka is progressing from macroeconomic stabilization toward high growth with exposure to the regions growth. Attractive opportunities are visible across multiple sectors and through the USD denominated bonds.

Liquidity-first execution with disciplined downside control

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liquidity buffer

Liquidity Discipline

A minimum 30% liquidity buffer is maintained to support resilience, price discovery, and uninterrupted daily NAV operations. In a frontier market environment, liquidity is treated as a strategic asset rather than a defensive constraint.

Selection Philosophy

The Fund focuses on liquid, fundamentally sound businesses positioned to benefit from economic stabilization. Emphasis is placed on balance-sheet strength, earnings visibility, and operational resilience across key sectors.

Portfolio Construction & Risk Discipline

The portfolio is constructed with a strong emphasis on liquidity, diversification, and downside awareness. Position sizing, sector exposure, and cash allocation are actively managed to balance participation in recovery with capital preservation.

Request Institutional Access

Access to official documentation is available upon request.

Disclaimer

The information being provided on this website shall not be seen as solicitation, marketing or recommendation of the funds. The information is not designed for use in any jurisdiction or location (including the United States of America) where the publication or availability of the information would be contrary to local law or regulation. All information on this website is for information purposes only. Persons accessing this website are responsible for their choice and use of the information.

Capital invested in a fund may either increase or decrease in value and it is not certain that you will be able to recover all of your investment. Historical return is no guarantee of future return. The Full Prospectus, KIID etc. can be received free of charge by contacting us at: sahan@acp-am.com