Investment Objective
The Helium Fund targets absolute returns uncorrelated to Equity markets through Equity arbitrage strategies. Investing in liquid assets, the managers apply strict risk parameters to insure capital protection. Combining a conservative management style with low leverage, the management team is able to achieve its performance objective through diversification of investments. Key to this investment process: independent strategy implementation and a dynamic capital allocation to various Equity arbitrage opportunities.
Reference Index
Libor 1 month
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.2 | 0.9 | 0.7 | 0.0 | 0.6 | 1.0 | 0.3 | 0.0 | 0.4 | 0.0 | 0.3 | 0.0 | 0.5 | |
| 2022 | 0.3 | 0.6 | 0.1 | 0.2 | 0.7 | 0.5 | 0.8 | 0.6 | 0.5 | 0.9 | 0.1 | 0.9 | 0.9 |
