Brochures and downloads
On this page you will find all forms, information sheets and further information about Helvetia Investment Foundation.
Reporting news
| Price and performance news | Download | ||
| Quarterly report | Download | ||
| Annual report | Download | ||
| Sustainability report | Download | ||
| KGAST Performance Comparison 2nd pillar | Download | ||
| Ranking in the KGAST Performance Comparison 2nd pillar (in german) | Download | ||
| KGAST Performance Comparison (Pillar 3a/LVOB) (in german) | Download | ||
| Ranking in the KGAST Performance Comparison (Pillar 3a/LVOB) (in german) | Download | ||
| Price and performance news | ||
| Download | ||
| Quarterly report | ||
| Download | ||
| Annual report | ||
| Download | ||
| Sustainability report | ||
| Download | ||
| KGAST Performance Comparison 2nd pillar | ||
| Download | ||
| Ranking in the KGAST Performance Comparison 2nd pillar (in german) | ||
| Download | ||
| KGAST Performance Comparison (Pillar 3a/LVOB) (in german) | ||
| Download | ||
| Ranking in the KGAST Performance Comparison (Pillar 3a/LVOB) (in german) | ||
| Download | ||
Factsheets
| Investment group Swiss Shares Smart Beta Dynamic 100 ESG | Download | ||
| Investment group LOB-Mix | Download | ||
| Investment group LOB-Mix Plus 35 | Download | ||
| Investment group Swiss Real Estate | Download | ||
| Investment group Real Estate Romandie | Download | ||
| Investment group Mortgages Switzerland | Download | ||
| Investment group Infrastructure Equity Global Evergreen (USD) | Download | ||
| Investment group Swiss Shares Smart Beta Dynamic 100 ESG | ||
| Download | ||
| Investment group LOB-Mix | ||
| Download | ||
| Investment group LOB-Mix Plus 35 | ||
| Download | ||
| Investment group Swiss Real Estate | ||
| Download | ||
| Investment group Real Estate Romandie | ||
| Download | ||
| Investment group Mortgages Switzerland | ||
| Download | ||
| Investment group Infrastructure Equity Global Evergreen (USD) | ||
| Download | ||
Foundation documents
| Articles of incorporation and foundation regulations | Download | ||
| Investment guidelines | Download | ||
| Declaration of enrolment | Download | ||
| Subscription of entitlements – Securities | Download | ||
| Subscription of entitlements – Mortgage Switzerland | Download | ||
| Subscription of entitlements – Romandie Real Estate | Download | ||
| Subscription of entitlements – Swiss Real Estate | Download | ||
| Subscription of entitlements – Infrastructure Equity Global Evergreen (USD) (in german) | Download | ||
| Redemption of entitlements | Download | ||
| Fees | Download | ||
| Articles of incorporation and foundation regulations | ||
| Download | ||
| Investment guidelines | ||
| Download | ||
| Declaration of enrolment | ||
| Download | ||
| Subscription of entitlements – Securities | ||
| Download | ||
| Subscription of entitlements – Mortgage Switzerland | ||
| Download | ||
| Subscription of entitlements – Romandie Real Estate | ||
| Download | ||
| Subscription of entitlements – Swiss Real Estate | ||
| Download | ||
| Subscription of entitlements – Infrastructure Equity Global Evergreen (USD) (in german) | ||
| Download | ||
| Redemption of entitlements | ||
| Download | ||
| Fees | ||
| Download | ||