Why invest in Helios?

Helios offers a growth and income opportunity with the eventual realisation of full value from a sale of the whole portfolio.

Why invest in Helios?

Income

2.3% dividend yield

Growth

Addressable market of £2-3 billion of LLVs for acquisition

First move advantage

No competition; high barriers to entry

Expertise

A management team deeply experienced and networked in Lloyd’s

Uncorrelated to equity market movements

Exposure to Lloyd’s, the world’s prime insurance market

Success to date

Has outperformed Lloyd’s by 7.8% over the last five years

Helios’ Year of Account results

2013 — 2018 v overall Lloyd’s market

Closed YOA%2013201420152016Average
Helios14.115.613.15.9912.2
Lloyd’s310.96.3-2.864.34

Helios return on capacity is on average 7.8% higher than the Lloyd’s market over the last four closed underwriting years.

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 listed 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.

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