Arpico Ataraxia
Arpico Ataraxia is a licensed Mutual Fund and Asset Manager in Sri Lanka regulated by the Securities and Exchange Commission since 2011. Arpico Ataraxia is a joint venture between ACP Asset Management and Richard Pieris Company PLC. Richard Pieris is one of Sri Lanka’s oldest and most respected blue-chip companies with a history dating back over 81 years and is a diversified conglomerate with interests in supermarkets, tea, rubber, manufacturing, real estate, and finance. This joint venture brings together a Sydney-based diversified financial services house with a global presence and one of the largest and most successful diversified business conglomerates in Sri Lanka. Arpico Ataraxia currently manages a suite of funds, namely:
- Arpico Ataraxia Cash Management Trust (CMT) is a market-leading Money Market fund having returned more than 10% per annum over the last 5 years.
- Arpico Ataraxia Equity Income Fund (EIF) is an Open-Ended balanced fund domiciled in Sri Lanka. The Fund invests in a combination of listed equities and LKR denominated fixed income securities. The investment objective is to provide a total return comprised of regular income and capital growth from fixed income instruments and a diversified portfolio of listed shares over the medium- to long- term.
- Arpico Ataraxia USD Fixed Income Fund (USD Fund) is an Open-Ended USD denominated Unit Trust Fund. The main objective of the fund is to generate attractive yield from USD denominated fixed income investments without any currency risk. The offshore clients are able to make direct investments in to the fund.
- Arpico Ataraxia Sri Lanka Bond Fund (SBF) mainly invests in to Sri Lankan Government securities such as Treasury Bonds and Bills over the medium-to long- term. The fund is considered as an highly secured fund with minimal market risk yet provides attractive returns.
- Arpico Ataraxia REPO Investment Fund (RIF) is modeled as a Short Term Treasury solutions to the clients who seek to park their short term excess funds with high liquidity. The Fund invests in Short Term Repurchased Agreement backed by Government Treasury Bills enabling to maintain the high liquidity over its investments.
Modified Treasury Solutions linked with Mutual Funds
Arpico Ataraxia also provides its clients “Systematic Investment Plans” and “Customized Treasury Solutions” based on their requirements by linking their investments directly with own managed Unit Trusts. Therefore clients have the opportunity to work with the professional fund managers and customize their investment portfolios as per their desires.
The Arpico Ataraxia Team also maintains an active DCM and ECM desk which engages in corporate finance, investment banking, advisory and private wealth.
For more information on the performance of the funds or Arpico Ataraxia please contact us or visit to www.arpicoataraxia.com.