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Helvetia Investment Foundation
Helvetia Investment Foundation – your partner for professional asset management
Helvetia Investment Foundation
Shares
Mortgages
Real estate
Infrastructure Equity
Mixed instruments
New Infrastructure Equity Global Evergreen (USD) investment group

Helvetia Investment Foundation plans to launch the new Infrastructure Equity Global Evergreen (USD) investment group in the fourth quarter of 2025 with Mercer as the investment manager. It provides institutional investors with easy access to the global infrastructure growth market. Thanks to its broad diversification and evergreen structure, the investment group is specifically tailored to the needs of Swiss pension funds.

Interview in Schweizer Personalvorsorge on Infrastructure investments
Trade-Dates

Last Trade-Date 2025: 17.12.2025
First Trade-Date 2026: 07.01.2026

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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Infrastructure Equity

With its evergreen structure, this investment group is specially tailored to the requirements of Swiss pension funds.
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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
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18.11.2025

Excellent growth in the real estate investment groups

Helvetia Investment Foundation achieves historic portfolio expansion – over CHF 390 million growth in both real estate investment groups
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06.10.2025

GRESB 2025

Excellent GRESB results for the Helvetia Investment Foundation.
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30.06.2025

First "Minergie Operation" Certification Nationwide

Helvetia Investment Foundation has received one of the first "Minergie Operation" certifications in Switzerland for its property in Reinach (AG).
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14.05.2025

Infrastructure Equity Launch

Helvetia Investment Foundation plans to launch the new Infrastructure Equity Global Evergreen investment group in the fourth quarter of 2025 with Mercer as the investment manager. This will create a new tailored investment opportunity for Swiss pension funds
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02.05.2025

Successful financial year 2024

Brief information on the successful financial year 2024.
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30.04.2025

Annual Report 2024

Annual Report 2024 now available.
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30.04.2025

Sustainability Report 2024

Sustainability Report 2024 now available.
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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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