Helices Future Fund

Financial Targets a. Each investment is bought with a long term outlook (ideally a minimum holding period of 4 weeks). b. An investment is either evaluated according to: i) Base financial performance and strong ratios, utilising strategies of Levermann and in-house models. ii) Fundamental analysis on the basis of long-term industry disrupting business models. Restrictions: a) No investments will be made in: i) Arms Manufacturers ii) Fossil Fuel producers & Fossil Fuel Centric companies iii) Tobacco iv) Car industry (Petrol & Diesel focussed) v) Aviation Industry b) Each position shall constitute a maximum 10% of the portfolio at the moment of buy. The aim is generate alpha return while maintaining a neutral impact on the environment globally.