Helix Transition Index

The Helix Transition Index is currently available to institutions, through our prime brokerage partner. As you might have realized, the 15 trends that characterized the formative years (16-30 years of age) and have interlinking factors, become a megatrend. If you didn’t understand the interlinkage, we highly recommend visiting our homepage again, and subscribing to Helix 360. You are not alone, most people understand it only after spending a month or two, on Helix 360.

But you charge a subscription for Helix 360, isn’t it? Don’t worry, you can fill in a simple form, to claim Karma Credits which can give you a maximum of three months free access.

The markets started the transition to this megatrend in learly 2019, and was accelerated by the Covid pandemic, which brought new ways of working, and shopping to the fore. The $400B market that we identified in 2019, is now $2T in value and is growing at a CAGR of 30%, becoming mainstream by 2035 at $60T in size.

While we like ESG, as a concept, we don’t like the way it is implemented. Most companies see it as a reporting burden, and most ESG funds are tech heavy, so inherently low carbon. ESG didn’t deliver any carbon reduction in a tech company anyways. Also, ESG ratings provide a false sense of security to management. We look for alignment to one or more of the 15 trends that comprise the megatrend, to be admitted to our index.

We have the following sectors covered, based on how people in the formative years prefer to spend, work, and invest:

  • Food - all the way from agriculture to retail distribution

  • Transport - all types, and including logistics

  • Built Environment - real estate, and associated services

  • Industrials - we need industrial products to build stuff, clean, maintain etc.

  • Health & Wellbeing

  • Digital Nativity

  • Experiences

Please see the illustration below for a sneak preview. For institutional enquiries, please fill in your details in the form below.

  • Equities - Global

  • Custom Weighted, Long and Short

  • S&P 500

    Dow Jones Industrial Average

    Nasdaq 100

  • Consumer non-durables, Retail Trade, Health Technology, Producer Manufacturing

  • Large - 30%

    Mid Cap - 20%

    Small Cap - 20%

  • Quarterly, based on Investment Committee Approval

  • Sharpe Ratio - 2.3

    Rolling Volatility - 0.09

    Standard Deviation - 0.0069

2024 YTD Return Comparison, with Benchmarks

Institutional Enquiries

Interested in allocating AUM to the Helix Transition Index? Interested in launching a mutual fund based on Helix Transition Index? Interested in offering the Helix Transition Index on your brokerage platform? Please drop your details here, and we will be in touch soon.