Performance B Retail

Fund Investment Objectives

Helium Performance is an equity absolute performance fund which targets a regular return of 8 to 12% with volatility around 5% and an attractive Sharpe ratio around 2. Helium Performance will combine very regular equity arbitrage strategies (overlapping with our flagship fund Helium Opportunities: merger arbitrage, event driven, dividend arbitrage and short-term mean reverting strategy) with a more directional systematic trend following strategy. Adding this new strategy will significantly contribute to the fund's performance in Bull markets without adding significant risk to the fund's portfolio in Bear markets. The geographic scope is Europe and North America equities. AUM reflects the aggregate of the Performance class and is reflected in EUR.