Helix Sustainable Food Model Portfolio
Helix Sustainable Food Model Portfolio
Investing through Helix 360
The Helix Sustainable Food Model Portfolio is designed to capitalize on the growing demand for sustainable food practices. This is only suitable for qualified/ sophisticated investors. By investing in public equity stocks of companies committed to sustainable agriculture, food production, and distribution, we aim to generate long-term returns while promoting environmental stewardship, human health, and economic resilience.
You can gain access to model portfolios such as the Helix Sustainable Food Model Portfolio, through the Helix 360 hub. What is Helix 360? This is our one-stop shop to access the $2T market driven by the preferences of the younger generations.
Portfolio Objectives
Environmental Impact: Invest in companies that implement sustainable farming practices, reduce carbon footprints, and promote biodiversity.
Health and Nutrition: Focus on businesses that produce nutritious, chemical-free food products.
Economic Growth: Support companies that contribute to local economies and foster community resilience.
Photo by Meg Boulden on Unsplash
Risk Profile
Market Risk: As with any equity investment, the portfolio is subject to market volatility. Economic downturns, changes in consumer preferences, and geopolitical events can impact stock prices.
Sector-Specific Risks: The sustainable food sector may face risks such as regulatory changes, supply chain disruptions, and technological advancements that could affect company performance.
Environmental Risks: Companies in the portfolio may be exposed to environmental risks, including climate change, extreme weather events, and resource scarcity, which could impact their operations and profitability.
Expected Returns
Short-Term Returns: The portfolio may experience moderate volatility in the short term due to market fluctuations and sector-specific risks. However, companies with strong ESG practices and innovative solutions are likely to perform well.
Long-Term Returns: Over the long term, the portfolio is expected to generate robust returns driven by the increasing demand for sustainable food products, technological advancements, and growing consumer awareness of environmental and health issues. Historical data suggests that companies with strong sustainability practices tend to outperform their peers over time.
Performance Metrics
Environmental, Social, and Governance (ESG) Scores: We evaluate companies based on their ESG performance to ensure alignment with sustainability goals.
Financial Performance: We continuously monitor financial health and growth potential of portfolio companies.
Impact Assessment: We measure the environmental and social impact of investments, including carbon footprint reduction, biodiversity enhancement, and community benefits.
Next Steps
The Helix Sustainable Food Model Portfolio offers a unique opportunity to invest in the future of food. This is only suitable for qualified/ sophisticated investors. If you are interested in this model portfolio and would like to get more information, please click the button below to get in touch.