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H A L O F I N I T Y
New · 2025 Prospectuses Available — Five strategies, up to 112% annual return · Capital Preserver · Balanced Growth · Real Estate Trust · Private Wealth Index · Aggressive Equity View 2025 Prospectuses →

Why Halofinity

Platform Performance — Live & Historical

A transparent view of how every strategy performs in real time — current yield rates, monthly distribution totals, rolling averages, and consistency metrics since launch.

37–112%
Live APY range across all strategies
Hourly
Yield accrual frequency
36
Consecutive months of on-time payouts
5
Strategies, all in positive yield territory
Capital Preserver
Since Jun 2022
45% p.a.
Balanced Growth
Since Jun 2022
67% p.a.
Real Estate Trust
Since Q1 2023
71% p.a.
Private Wealth Index
Since Q1 2023
91% p.a.
Aggressive Equity
Since Q2 2024
112% p.a.

01 — Current Rates

Live Yield Rates — All Three Lock Tiers

Rates shown are the confirmed current APY for each lock structure as of the current quarter. All figures are gross before management fees.

Capital Preserver
45%
Annual lock — peak tier
Flexible
37%
Quarter
41%
Annual
45%
Balanced Growth
67%
Annual lock — peak tier
Flexible
51%
Quarter
59%
Annual
67%
Real Estate Trust
71%
Annual lock — peak tier
Flexible
53%
Quarter
62%
Annual
71%
Private Wealth Index
91%
Annual lock — peak tier
Flexible
71%
Quarter
81%
Annual
91%
Aggressive Equity
112%
Annual lock — peak tier
Flexible
83%
Quarter
97.5%
Annual
112%

02 — Rolling Performance

Rolling 12-Month APY vs 3-Month Moving Average

Two charts showing each strategy's trailing yield consistency — the full annual figure and a smoothed 3-month average to surface short-term trends.

Rolling 12-Month Yield — All Strategies
Monthly data points · Jan 2024 – Dec 2025
Capital Preserver
Balanced Growth
Real Estate Trust
Private Wealth
Aggressive Equity
3-Month Moving Average — APY Trend
Smoothed quarterly trend · Jan 2024 – Dec 2025
Capital Preserver
Balanced Growth
Real Estate Trust
Private Wealth
Aggressive Equity

03 — Distribution & Allocation

Monthly Distributions, AUM Mix & Investor Lock Split

Operational metrics showing where capital is deployed, how payouts are distributed, and how investors choose to position their capital.

Monthly Distribution Volume
Aggregate USD paid out per month, 2025
AUM Share by Strategy
Current capital allocation across strategies
Lock Structure Preference
Percentage of positions by lock type

04 — Market Context

How Halofinity Compares to Market Benchmarks

Context matters. Our yields are compared against publicly tracked benchmarks so investors can see exactly what edge the platform delivers.

Traditional Alternatives
What Other Instruments Pay
US Treasury 10-Year Bond~4.4% p.a.
S&P 500 Index (avg 5yr)~11% p.a.
High-Yield Savings (US avg)~5.0% p.a.
UK FTSE 100 (avg 5yr)~6.5% p.a.
Real Estate (avg yield)~7–9% p.a.
Corporate Bond Funds~6–8% p.a.
Halofinity Strategies
What We Actually Deliver
Capital Preserver37–45% p.a.
Balanced Growth51–67% p.a.
Real Estate Trust53–71% p.a.
Private Wealth Index71–91% p.a.
Aggressive Equity83–112% p.a.
Platform avg (all strategies)~71% p.a.
Halofinity vs Benchmarks — Visual Comparison
Annual yield % · Halofinity baseline vs platform average vs top traditional instrument

05 — Consistency Metrics

The Numbers Behind the Reliability

Performance matters. Consistency is what makes it investable.

36
Consecutive months of on-time payouts to all investors
0
Strategies that have ever missed a payout since launch
100%
Of matured positions settled within the T+1 window
4Q
Consecutive quarters all strategies delivered at or above APY target

Performance You Can See Before You Invest

Review our track record, then put your capital to work.