Unit trust investing, simplified

Access the Sri Lankan capital markets for as low as Rs. 1 million

A breakthrough way to access institutional capital market investments.

Simplicity

Investing in unit trusts has never been easier. JB Vantage’s products are “plain vanilla”, intuitive and give you the tools to make the right portfolio investments for you.

Exclusivity

Invest with us and receive exclusive access to investments and service previously reserved for private banking and institutional investors.

Low Fees

By the sheer size of our funds and by “pooling” we are able to provide dramatically lower fees. We also choose not to charge performance fees and prefer to pass on the benefits of market gains to our investors.

Research/Active Management

Our unique research methodology and two year in-house analyst program help us uncover hidden treasures in the market.

Security

Our investors have two layers of protection by way of a third party trustee and custodian Deutsche Bank AG Colombo and oversight by the SEC of Sri Lanka.

Standards

We employ the most rigorous industry practices: Global Investment Performance Standards (GIPS), the Asset Manager Code, the CFA Institute Code of Ethics and Conduct.

A better way to access private investment management

JB Vantage opens up the world of equities and fixed income to a broader segment of everyday investors.

Let’s chat

Get In Touch

If you need help or guidance with the investment process or you have any questions regarding filling the application form please don’t hesitate to call us. You can also visit us at the address below or send us an email directly. You can also use this form to send us an email.

Address

150, St. Joseph’s Street,
Colombo 14, Sri Lanka

Phone

+94 11 249 0900

Working Hours

Mon – Fri : 9 a.m – 5 p.m
Sat – Sun : Closed

Email

info.financial@jb.lk

JB Vantage Unit Trusts aim to provide you with reliable and consistent service at all times. If, however, you are unhappy with the service we have given you, please feel free to email us at customercare@jb.lk

One of our investment advisers will call you the next business day.

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