Building a high quality portfolio at Lloyd’s

The underwriting results of the Helios portfolio have consistently outperformed the Lloyd’s market average, with the average return being 9% higher than the Lloyd’s average (last five years).

These incremental returns demonstrate the diversity and the breadth of underwriting expertise within the businesses comprising the portfolio of syndicate capacity.

A shareholding in Helios enables an investor the unique opportunity of a stock exchange listed vehicle which has direct participation across a spread of Lloyd’s syndicates.
Michael Wade
Executive Chariman

Growth in retained capacity

£m

Chart showing growth in retained capacity

Net Tangible Asset Value per Share

(current estimate in pence)

Helios portfolio

Top ten holdings by Managing Agent (Sep 2024)
SyndicateManaging agentCapacity £MHelios portfolio % of total
623Beazley32.76.53
5886Blenheim30.86.15
510TMK30.36.05
5623Beazley275.39
1969Apollo25.55.09
1729Dale25.15.01
1971Apollo-Ibott254.99
1985Flux203.99
2358Nephila203.99
1955Arch203.99
Subtotal256.450.1
Other255.646.9
Total Helios portfolio512100

Return of Capital

(pence per share)

Continue reading