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    Helvetia Investment Foundation
    Helvetia Investment Foundation – your partner for professional asset management
    Helvetia Investment Foundation
    Real estate
    Mortgages
    Mixed instruments
    Shares
    Trade Dates

    Last Trade-Date 2023: 20.12.2023
    First Trade-Date 2024: 03.01.2024

    Who we are
    Dr. Dunja Schwander

    Managing Director
    Certified Economist

    Write an e-mail
    T 058 280 21 73
    Marco Ipser

    Deputy Managing Director
    MSc in Business and Economics, CIIA

    Write an e-mail
    T 058 280 20 36
    Manuel Holzinger

    Head of Administration
    lic. iur.

    Write an e-mail
    T 058 280 12 28
    Josef Bossi

    Senior Client Advisor
    lic. oec. HSG

    Write an e-mail
    T 058 280 18 52
    Stefanie Cron

    Senior Manager
    MBI HSG

    Write an e-mail
    T 058 280 12 17
    Our investment gropus, your investment
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    Real estate
    The real estate portfolio is composed of existing and well-leased buildings and building projects.
    Learn more
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    Mortgages
    The investment group invests in fixed-rate and adjustable-rate mortgages, which are secured through properties in Switzerland.
    Learn more
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    Mixed instruments
    To improve diversification and reduce the risk, our investment group "Mixed instruments" comprises real estate and mortgages.
    Learn more
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    Shares
    The investment group "Swiss Shares Smart Beta Dynamic 100" invests exclusively in Swiss equity securities that are contained in the investment universe of the five Vescore Switzerland Indices.
    Learn more
    Brochures and downloads
    Here you will find all relevant documents and brochures.
    News and information
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    Investor communication
    Helvetia Investment Foundation receives GRESB Green Star award.
    Find out more
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    Annual Report 2022
    Annual Report 2022 now available.
    Find out more
    anlagestiftung-nachhaltigkeitsbericht
    Sustainability Report 2022
    Sustainability Report 2022 now available.
    Find out more
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    Helvetia Investment Foundation
    Investors' meeting elects Jan Bärthel to the Board of Foundation.
    Find out more
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    Romandie Real Estate
    Open for subscription.
    Find out more
    Services & contact
    Write to us
    Contact form
    Downloads & links
    Useful links
    Newsletter
    Subscription