risk class
Low RiskInvestment only into tangible, cashflowing assets.Targeted Yield
8% Targeted1Targeted 8% preferred return, not guaranteed.Performance Yield
11.75% projectedProjected annualized2 carried interest paid at end of term.ticket size
€100,000 minimumInvestment entry at €100k minimum.term
6 yearsStandard closed-fund structure with long term stability.
Premise
What am I investing in?
- HelmShare's Alternative Income Fund targets an 8 percent preferred return primarily from cashflows of the year-round operation of a fleet of charter yachts. This return is targeted, not guaranteed, and capital is at risk.
- HelmShare accepts only eligible investors (EU/EEA professional, and UK and Gulf high net worth or qualified investors) after they have evaluated their investment goals and risk appetite, and have procured independent counsel from professionals and specialists when required.
- HelmShare primarily generates income through charter yachts & real estate purchased with your capital. Real estate and alternative assets add diversification while hedging against yacht depreciation.
- The Fund controls a fleet of charter yachts operating in popular markets (i.e. Seychelles).
Strategy
What is the value proposition?
- Luxury yacht charters provide a demand-inelastic, stable cash flow.
- Investments backed by tangible assets mitigate bond market volatility.
- A closed-fund structure supports a targeted yield on capital.
- Real estate diversification hedges against yacht depreciation.
- Charters and diversified assets support targeted returns.
- Global operations across a diverse yacht portfolio.
- Stability through a 10% cap on leveraged investments.
- Tangible assets aim to deliver competitive, targeted returns.
- Partnerships with leading charter companies ensure reliable revenue streams.
- Focus on eco-friendly yachts aligns with growing market demand.
- Expansion into emerging markets to capture growth opportunities.
Charter Market Overview
The charter industry has shown remarkable growth and resilience over the past decade, with a steady CAGR of 5.4% from 2018 to 2023. Looking ahead, the industry is projected to continue its robust expansion, with an impressive forecasted CAGR as markets rebound & recover from recent turmoil.
- 2018-2023 CAGR: 5.4%, market growth from USD 6.5B to USD 8.5B.
- 2024-2032 forecast: 12.2% CAGR, reaching USD 19.78B by 2032.
- Motor Yachts dominate; Sailing Yachts gain on eco-friendly appeal.
- Europe leads; Asia-Pacific fastest growing due to rising incomes, policy support.
- Growth drivers: High-net-worth individuals, tech advancements, eco-friendly yachts.
- Challenges: High operational costs, luxury spending's economic sensitivity.
- Opportunities: Expansion in Asia, Latin America; yacht design innovations.
finally
Profit from yacht chartering. Without the pitfalls.
Benefits
Why invest in a charter fleet?
Targeted Yield: A targeted preferred return from your investment, not guaranteed and with capital at risk.
Asset Backed: Funds are invested into cashflowing, hard assets with real tangible value.
Asset Backed: Invest in tangible assets that offer cashflow and real securitization.
Quarterly Payouts: Enjoy consistent returns with regular quarterly distributions to your bank account.
Transparent: Track the performance of your assets in real-time with complete transparency.
Inelastic demand: Demand for luxury charters has proven to be resilient to market trends and even pandemics.
How is the 8% income fixed?
Through a binding agreement with our chartering partners.
Corporate & Tax Structure
Diligently structured to ease tax and administrative burdens.
| Type | Entity | Country | Compliance Standards |
|---|---|---|---|
| General Partner | HelmShare LLC* | Dubai, UAE | Dubai Financial Services Authority (DFSA) |
| Fund Vehicle | HelmShare Prime Fund, L.P. (Cayman Islands Exempted Limited Partnership)* | Cayman Islands | Cayman Islands Monetary Authority (CIMA) |
| Counsel - Onshore | TBA* | Dubai, UAE | Dubai Legal Affairs Department |
| Counsel - Offshore | TBA* | Cayman Islands | Cayman Islands Legal Practitioners Association (CILPA) |
| Audit Partner | Deloitte* | Global | International Standards on Auditing (ISA) Anti-Money Laundering (AML) Know Your Customer (KYC) |
Partners
Our fund support network.
Interested In Investing?
How It Works
What to expect in our fund subscription process.
- Step 1Consultation
Schedule an initial consultation with our fund manager to discuss your investment goal, investor qualification and risk tolerance, subscription process, payout process and principle return at fund maturity.
- Step 2Qualification
Register your interest in the fund and submit documents so we can verify your eligibility under the applicable EU, UK, or Gulf exemptions, with the offering made outside the United States under Regulation S (usually a 10 minute process). You will be contacted by our fund manager when the official fundraise begins.
- Step 3Subscription
Complete the subscription process by signing the investment agreement and transferring funds to secure your position in the investment.
- Step 4Fund Payouts
Receive quarterly payouts from the fund's cashflow-generating activities, such as chartering yachts and real estate rentals.
- Step 5Quarterly Reports
Review quarterly reports detailing the fund's performance, asset management strategies, and market analysis. Reports contain up to the minute sales data from asset performance.
- CLOSEPrinciple Payback
At the end of the 6-year investment term, receive a targeted return of principal, subject to the liquidation value of the Fund's assets and not guaranteed, as outlined in the fund's terms.
Fund Strategy
Capital Distribution
HelmShare primarily generates income through charter yachts & real estate purchased with your capital. Real estate and alternative assets add diversification while hedging against yacht depreciation.
Luxury Charter Yachts
We've partnered with world-renown chartering companies that operate year-round charter yachts for profit.
70%
Why:Income Generation
- Growing sector
- Stable, predictable income
- Market demand inelascicity
Real Estate
A portion of the portfolio is allocated to real estate development projects in Portugal for cashflow and capital gains.
20%
Why:Captal Appreciation
- Yacht depreciation offset
- Predictable yield
- Tried and true
Alternative Assets
The fund leverages asset equity to acquire high-yield, liquid bond assets through reputable partner funds1.
10%
Why:Diversification
- Liquid
- High yield
- Asset diversification
Which yachts?
HelmShare fleets are comprised of 40-60ft sailing catamarans from only the best production brands. These are chosen for their popularity, flexibility, quality, and low depreciation.
As of 05/07/2026. Percentages are rough indicators and may deviate slightly according to fund activities.
Interested In Investing?
See if you qualify.
This fund is available only to eligible investors (EU/EEA professional, and UK and Gulf high net worth or qualified investors).
HelmShare is available only to eligible investors. The offering is made outside the United States under Regulation S, and US persons are excluded. Each prospective investor undergoes eligibility verification under the applicable EU, UK, and Gulf exemptions.
Investments involve risk. Past performance is not indicative of future results. See our Risk Disclosure for full details.
What You Could Earn
Earnings Projection
Use the calculator below to see illustrative, targeted earnings. Figures are illustrative and targeted only, not guaranteed, and your capital is at risk.
€100,000
Minimum investment €100,000
Annual Schedule
Quarterly Payout
Targeted every 3 months at a 2% rate.
€2,0002%Annual Payout
Targeted 8% preferred return per year.
€8,0008%Targeted Annualized Yield
11.75% targeted total annual return (difference reinvested).
€11,75011.75%
End of Term Yields
Preferred Return (Targeted, Paid Along the Way)
48% targeted preferred return over 6 years.
€48,00048.00%End-of-Term Bonus
22.5% accumulated difference targeted at end.
€22,50022.50%Total Targeted Return for Investor
Principal plus 70.5% targeted total return over the 6-year term.
€70,50070.50%
All figures are illustrative and targeted only. They are not guaranteed, not fixed, and not secure. Your capital is at risk and you could lose the amount you invest.
Ready To Subscribe?
Register your interest
By submitting the form, you agree to be contacted by our team regarding your interest in HelmShare. We respect your privacy and will handle your information with care.
Regulated investment
Targeted 8% preferred return
Professional & qualified investors
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