Why invest in Helios?

Helios offers access to insurance and reinsurance exposures, providing a growth and income opportunity.

Why invest in Helios?


The strategy is to take advantage of the excellent underwriting conditions, to grow the capacity portfolio and to increase the Helios share of that capacity.

First move advantage

No competition; high barriers to entry.


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 5.4% over the last seven closed years.

Improved prospects for underwriting profitability.

Rate increases since June 2017 in aggregate in excess of 55%.

Helios’ Year of Account results


Chart showing Helios’ Year of Account results
Closed YOA%2014201520162017201820192020AVE

Helios return on capacity is on average 5.4% higher than the Lloyd’s market over the above period.

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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