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Apply Online© 2018 All rights reserved, NDB Wealth Management Ltd. is an Investment Manager, licensed by the Securities & Exchange Commission of Sri Lanka.
© 2018 All rights reserved, NDB Wealth Management Ltd. is an Investment Manager, licensed by the Securities & Exchange Commission of Sri Lanka.
| Fund Name | YTD (2020) | 2019* | 2018* | 2017* | 2016* | 2015* | ||
|---|---|---|---|---|---|---|---|---|
| NDB Wealth Growth Fund | Shares | -9.75% | -0.59% | -6.79% | 7.09% | -0.92% | 2.69% | |
| NDB Wealth Growth & Income Fund | Shares & Bonds | 6.37% | 11.09% | 7.47% | 10.10% | 4.13% | 2.16% | |
| NDB Wealth Income Fund | Corporate Bonds | 12.36% | 12.97% | 10.00% | 14.34% | 8.00% | 6.65% | |
| NDB Wealth Income Plus Fund | Corporate Bonds | 11.18% | 12.20% | 12.13% | 11.42% | 7.85% | - | |
| NDB Wealth Gilt Edged Fund | Government Bonds | 9.79% | 19.12% | 11.45% | 10.41% | 20.19% | 6.04% | |
| NDB Wealth Islamic Money Plus Fund | Money Market | 8.72% | 10.69% | 10.28% | 9.81% | 7.75% | 2.91% | |
| NDB Wealth Money Plus Fund | Money Market | 8.92% | 11.73% | 11.53% | 11.38% | 8.81% | 6.85% | |
| NDB Wealth Money Fund | Money Market | 7.72% | 10.24% | 8.74% | 9.50% | 8.94% | 6.62% |
(*January to December - Published by Unit Trust Association of Sri Lanka)