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    Helvetia Investment Foundation
    Helvetia Investment Foundation – your partner for professional asset management
    Helvetia Investment Foundation
    Shares
    Mortgages
    Real estate
    Mixed instruments
    Our investment gropus, your investment
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    Shares

    Our shares investment group invests exclusively in Swiss equity securities that are contained in the investment universe of the five Vescore Switzerland Indices.
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    Mortgages

    Our mortgage investment group invests in fixed-rate and adjustable-rate mortgages, which are secured through properties in Switzerland.
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    Real estate

    Our real estate investment groups are composed of existing and well-leased buildings and building projects.
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    Mixed instruments

    To improve diversification and reduce the risk, our mixed investments comprise real estate and mortgages.
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    Brochures and downloads
    Here you will find all relevant documents and brochures.
    News and information
    Kapitalerhoehung-2025-Grienmattweg-und-Gasstrasse-Liestal.jpg
    10.03.2025

    Successful capital increase for Swiss Real Estate and CHF 3 billion milestone

    Helvetia Investment Foundation announces significantly over-subscribed capital increase and surpassing the CHF 3 billion mark in assets under management for the investment foundation.
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    Architekturfotografie
    28.10.2024

    GRESB 2024

    Helvetia Investment Foundation improves GRESB results.
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    Kapitalerhöhung_News_2024
    17.07.2024

    Sucessful capital increase for Romandie Real Estate

    Helvetia Investment Foundation annouces successful capital increase for the investment group Romandie Real Estate.
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    Architekturfotografie
    12.06.2024

    Contribution in kind and capital increase

    Helvetia Investment Foundation reports contribution in kind and announces capital increase
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    mm-anlegerversammlung
    07.05.2024

    New and re-election of board members

    Re-election of board members and new addition of Tecla Solari.
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    anlagestiftung-jahresbericht
    26.04.2024

    Annual Report 2023

    Annual Report 2023 now available.
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    anlagestiftung-nachhaltigkeitsbericht
    26.04.2024

    Sustainability Report 2023

    Sustainability Report 2023 now available.
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    Screenshot 2024-04-05 160143
    08.04.2024

    Successful financial year 2023

    Brief information on the successful financial year 2023.
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