We strongly recommend that you
how Unit Trusts work and read the respective fund
memorandum(s) plus information fact sheet(s) carefully before investing,
comprehend the return and risk characteristics of your
Once you have decided to invest in a Guardian Acuity Unit Trust Fund, to start the investment process, you can either get in touch with one of our investment advisors or you could complete the process independently by yourself using the Investor Portal.
You can make the investment to any one of our collection accounts below;
GUARDIAN ACUITY ASSET MANAGEMENT LIMITED
City Office Branch
DFCC Bank PLC
W A D Ramanayake Mawatha
Online transfers are acceptable as long as a copy of the transfer receipt is provided.
Payments to be made by bank draft or cheques crossed "A/C payee only" payable to "Guardian Acuity Asset Management Limited" as below.
Note that although the investment has been made by depositing money to one of our collection accounts, you will only be recognized as a Unit Holder and Units will only be created AFTER THE INTERNAL VERIFICATION (KYC PROCESS) of documents submitted. In the event where the documents submitted fails the internal verification, the original investment made will be returned in full.
To start investing investors are required to submit the subscription form along with the support documents and copy of payment slip.
a copy of your NIC or passport
Copy of Billing Proof
Certified copies of Certificate of
Incorporation, Articles of Association and Form
Certified copy of Board Resolution/Power of Attorney
List of authorized signatories to operate the account
Name and address of top 10 shareholders/members
Name, Address, NIC/Passport No: and Occupation of Directors
Before creating the investor profile and units representing
investment, our operations team reviews and verifies all
everything is in
order and accurate.
Upon successful verification and after realization of funds in our collection accounts we will create units.
You can make subsequent subscriptions either from your online account or by sending us a copy of the subscription form along with a copy of the deposit slip via e-mail email@example.com or firstname.lastname@example.org) or FAX 011 24397777.
To redeem funds, you have to make a redemption request either via your online account or by e-mailing or Faxing a signed copy of redemption form along with a signed copy of the NIC or passport. You can redeem funds within a period of 1 to 3 working days .
To switch your investment between funds, you have to make a request either via your online account or by E-mailing or Faxing a signed copy of the switching form.
When investing in a Unit Trust Fund, investors can gain exposure
diverse securities with a
For example, an Equity Unit Trust Fund investor will gain exposure to all the stocks in the fund portfolio with a single investment. Similarly, an investor in the Money Market Fund will gain exposure to all the fixed income securities the portfolio is invested in, such as Fixed Deposits, Commercial Papers etc.
Compared to separately investing in different instruments, this is much more efficient in terms of cost.
The minimum investment for Guardian Acuity Unit Trust funds is only Rs. 1000. Thus, an investor can be part of a substantial fund with a small investment and benefit from relatively high yields. Because the overall fund sizes are large, investors can benefit from greater scale.For instance, the scale that comes with a larger fund size allows fund managers to negotiate for better rates and prices from financial institutions.
Investment decisions are made by a team of qualified fund managers who possess professional expertise in specific asset classes. The fund managers supported by a thorough research and analysis. Thus, it takes the burden off the investor to track market movements and rebalance their portfolios accordingly.
Units can be bought and sold any business day, so you have easy access to your money.