Invest in our fund
This is not financial advice. Investments in private funds are only suitable for high net worth individuals, professional investors and qualified institutional buyers.
Invest in Helix Transition Fund, to take advantage of the opportunities that the sustainable transition offers.
The formative years economy (16-30 age group) is valued at $2T currently and growing at a 30% CAGR since 2018.
Tech innovation, sustainability, climate change, renewable energy, changing work dynamics, are all important trends that drive this market.
The fund is designed to take advantage of this growing market.
Please click the button below to get access to our Confidential Information Memorandum, and select a suitable time to talk to us.
We conduct quarterly market research and opinion polling.
We select stocks of companies that serve the 16-30 age group.
We look for sound fundamentals, and value them, based on our proprietary model.
Our fund comprises of global equity stocks, that are custom weighted.
We use the S&P 500 index as the primary benchmark for performance.
The Helix Transition Fund is offered through an FCA authorized broker and asset manager, offering FSCS protection of up to £85,000 and deposit protection of up to £5M. The minimum entry is £20,000, with increments of £10,000 thereafter. The fund is open to global investors. Please access our Confidential Information Memorandum below, for more information.