Investment Decision Making Process

 

 

 

 

Proposed Sector Weights of the Sri Lanka Fund
Sector Our Exposure Market Weight
Banking & Finance Overweight 18.2%
Diversified Conglomerates Overweight 19.9%
Hotels & Travels Overweight 9.6%
Beverage, Food & Tobacco Neutral 12.2%

 

 

Risk Parameters of the Sri Lanka Fund
Risk Parameter Portfolio Exposure
a. Loss limit for review of a stock 5%
b. Single Company Exposure 25% of the portfolio
c. Single Sector Exposure 40% of the Portfolio
d. Carson Cumberbatch Group Stocks Exposure 0%
e. Unlisted Securities Exposure 0%
f. Unsecured Fixed Income Securities 0%
g. Cash (in the form of government securities & bank deposits) 5%
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Promoted by the largest listed equity fund in Sri Lanka - Ceylon Guardian Investment Trust PLC (CGIT). CGIT is 67% held by Carson Cumberbatch PLC a listed Sri Lankan conglomerate with business interests in oil palm plantations, brewing, investments, real estate and leisure sectors, spanning across South and South East Asia.

Currently Carsons is among the top ten capitalized companies on the Colombo Stock Exchange and together with its subsidiaries accounts for 10% of total market capitalization.

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