Helios. A bet on energy transition
A concentrated portfolio of renewable energy, grid and energy storage companies. Long horizon, high conviction in the thesis.
Figures cover 36 months, net of fees. Past performance does not guarantee future results.
How Helios works
Thesis, not hype
Only companies with growing clean-energy revenues make it into the portfolio — no greenwashing by name alone.
AI chain screening
Models track industry supply chains and identify beneficiaries before they appear in thematic ETFs.
Concentration control
No more than 8% per issuer and 30% per sub-sector: a theme is not a reason to put all your eggs in one basket.
Target portfolio allocation
Actual weights fluctuate within ±5 pp; auto-rebalancing returns the portfolio to its targets.
Terms
Questions & answers
Who is the Helios strategy suitable for?
Helios — a thematic AI strategy with a risk level of 4 out of 5: suitable for investors who share the energy-transition thesis and are prepared to wait years for it to play out. Historical returns — +9.1% per annum with a maximum drawdown of −16.2%; minimum subscription €100.
What are the risks of the Helios strategy?
The primary risk is the sector's dependence on subsidies and interest rates: expensive money delays projects. The maximum historical drawdown was −16.2% at a volatility of 17.9%. The algorithm operates within strict limits: as the drawdown limit is approached, positions are reduced automatically, and the strategy can be stopped at any time.
What are the connection terms for Helios?
Minimum amount — €100, management fee — 0.80% p.a., performance fee — 10% of profit above the high-water mark. The strategy executes an average of 9 trades per month, each recorded on the public I-Trade Chain network.