Event Driven Equity
Actively investing in equity markets in Europe and North America during corporate events and corporate actions while maintaining a low level of volatility.
Managed on a common base of positions, the Helium Fund, Helium Performance, and Helium Selection funds are distinguished by different levels of volatility
HELIUM FUND
| Strategy | Event Driven Equity |
|---|---|
| Volatility target | below 2% |
| Recommended investment period | 3 years Min. |
| Hurdle | ESTR |
| Release date | Oct. 2005 |
HELIUM PERFORMANCE
| Strategy | Event Driven Equity |
|---|---|
| Volatility target | 2% to 4% |
| Recommended investment period | 3 years Min. |
| Hurdle | ESTR |
| Release date | May 2013 |
HELIUM SELECTION
| Strategy | Event Driven Equity |
|---|---|
| Volatility target | 4% to 6% |
| Recommended investment period | 3 years Min. |
| Hurdle | ESTR +2% |
| Release date | Oct. 2014 |
Event Driven Credit
Actively investing in bonds and convertible bonds in Europe with a preference for short-term maturity securities.
HELIUM INVEST
| Strategy | Event Driven Credit |
|---|---|
| Volatility target | 3% to 5% |
| Recommended investment period | 3 years Min. |
| Hurdle | ESTR |
| Release date | June 2019 |
Long/Short Action
The Helium Alpha fund relies on a quantitative equity long/short hybrid strategy, also called Quantamental which combines quantitative and fundamental portfolio management approaches.
HELIUM ALPHA
| Strategy | Long/Short Equity |
|---|---|
| Volatility target | 5% to 7% |
| Recommended investment period | 5 years Min. |
| Hurdle | ESTR |
| Release date | Sept. 2017 |