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
1.2% 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 6.5% over the last five years
Helios return on capacity compared with Lloyd’s
2012-2015 and 2016 (est. at Q8) (%)
| YOA% | 2013 | 2014 | 2015 | 2016 | 2017 |
|---|---|---|---|---|---|
| Start | 14.4 | 16.6 | 14.1 | 8.6 | (8.3) |
| Lloyd’s | 9.3 | 10.9 | 6.3 | (2.9) | (10.9) |
| Added value | 5.1 | 5.7 | 7.8 | 11.5 | 2.6 |
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.