Investment Objective
This fund implements the same strategies but with a more dynamic profile and a slightly higher leverage, Helium Performance has an objective to realize an absolute performance with a low correlation to equity markets.
The fund focuses on merger arbitrage and other event driven strategies across both Europe and North America.
A highly diversified portfolio, the Helium Fund adheres to strict risk management constraints.
Reference Index
Libor 1 month
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.6 | 0.1 | 0.1 | 0.1 | 0.2 | 0.5 | 0.6 | 0.6 | 0.3 | 0.5 | 1.0 | 0.1 | |
| 2023 | 0.2 | 0.2 | 0.6 | 0.8 | 0.9 | 0.6 | 0.4 | 0.0 | 0.2 | 0.8 | 0.2 | 0.8 | 0.7 |
