Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Helium Performance
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Helium Performance.
Sector exposure
Not available for: Helium Selection, Helium Performance.
AI comparison
Side by side
| Metric | Helium Selection | Helium Performance |
|---|---|---|
| 1 year returnHighest in bold | ▲ +3.9% | ▲ +2.7% |
| 3 year returnHighest in bold | ▲ +19.0% | ▲ +15.7% |
| 5 year returnHighest in bold | ▲ +31.8% | ▲ +23.7% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q3 of 411 representative funds | Q3 of 411 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £2.1B | £1.5B |
| Volatility, 1 year FE, as at 30 Jun 2026 | 1.7% | 0.9% |
| Sharpe ratio, 1 year FE, as at 30 Jun 2026 | 1.80 | 3.65 |
| Style | Active | Active |
| FE sector | GL Multi-Strategy ARIS | GL Multi-Strategy ARIS |
| Share class | A EUR · EUR | S EUR CAPI · EUR |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.