Only Helios offers access to insurance and reinsurance exposures, with managed risk and reduced complexity – and better growth and income opportunities.
A strong case.
And strong returns.
Why invest in Helios
Four powerful reasons to buy Helios shares,
or join us as an investor.
Unrivalled
access
Helios is the only listed stock that gives investors access to high quality Lloyd’s syndicates.
Uncorrelated
returns
We offer high-yield returns that are uncorrelated to other asset classes.
Profitable
and flexible
Our profitable portfolio performance supports ongoing capital returns to shareholders via share buybacks and dividends.
Timing
Lloyd’s is a mature, robust market experiencing excellent conditions. Helios is a recognised first-mover with a track record of market-beating decisions.
Investment Highlights
1. Unique listed Lloyd's
investment company
Helios gives investors direct access to a portfolio of high quality Lloyd’s
syndicates through a quoted security traded on London’s AIM market
Investment Highlights
2. Strong track record of
generating superior returns
Helios’ portfolio of syndicates has outperformed
the Lloyd’s market in each closed year since 2013
Investment Highlights
3. Favourable
market conditions
Current pricing environment in Lloyd’s is excellent
following several years of market wide remediation
Investment Highlights
4. Unparalleled and perpetual access to high quality performers at Lloyd's
The most efficient way to access a portfolio of high
quality syndicates at Lloyd’s is through Helios
Investment Highlights
5. Proven track record of
achieving significant growth
33% CAGR on capacity between 2018-2022
Investment Highlights
6. Significant opportunity to
acquire more capacity
c. 1,500 LLVs in Helios’ target universe.
Average estimated valuation of £1m each
Investment Highlights
7. Highly efficient model with
in-built capital "leverage"
Helios has a relatively low capital requirement
to support “underwriting” through its diversified syndicate portfolio
Unique listed Lloyd's Investment Company
Helios gives investors direct access to a
portfolio of high quality Lloyd’s syndicates
through a quoted security which is traded on
London stock Exchange’s AIM Market.
Lloyd’s is one of the key markets to place complex, specialty risks – it is an attractive market for investors with unique characteristics.
Oversight provided by the Lloyd’s Corporation to oversee members and protect policy holders.
The Corporation agrees syndicate business plans and capital requirements alongside evaluating syndicate performance against business plans.
All syndicates benefit from its central resources, including the Lloyd’s brand, its network of global licenses and the Central Fund.
As a result, Lloyd’s is consistently recognised for its financial strength among leading insurance rating agencies: A+ (Superior AM Best), AA- (Very Strong Fitch Ratings), AA- (Very Strong Kroll Bond Rating Agency), AA- (Very Strong S&P Global).
Driven by direct syndicate investment, Helios represents a relatively pure insurance risk – therefore providing a diversification within an investment portfolio due to limited correlation with the broader financial markets.
Lloyd’s market summary
Business Flow
Syndicates
Capital Flow
Inheritance tax
Helios Underwriting Plc has been advised that its ordinary shares are eligible for Business Relief (formerly known as Business Property Relief) for Inheritance Tax purposes. The exemption is applicable for shareholdings in unquoted trading companies. For these purposes, AIM quoted shares are considered to be unquoted. This is not intended to be tax advice. Individual investors should seek their own personal tax advice prior to making decisions to trade in Helios Underwriting Plc’s share capital.