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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   PDF
Quarterly report Download   PDF
Annual report Download   PDF
Sustainability report Download   PDF
KGAST Performance Comparison 2nd pillar Download   PDF
KGAST Performance Comparison (Pillar 3a/LVOB) (in german) Download   PDF
Price and performance news
Download   PDF
Quarterly report
Download   PDF
Annual report
Download   PDF
Sustainability report
Download   PDF
KGAST Performance Comparison 2nd pillar
Download   PDF
KGAST Performance Comparison (Pillar 3a/LVOB) (in german)
Download   PDF
Brochures & product sheets
Brochure Swiss Real Estate (in german) Download   PDF
Product sheet Swiss Real Estate Download   PDF
Brochure Romandie Real Estate (in german) Download   PDF
Product sheet Romandie Real Estate Download   PDF
Brochure Swiss Real Estate (in german)
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Product sheet Swiss Real Estate
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Brochure Romandie Real Estate (in german)
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Product sheet Romandie Real Estate
Download   PDF
Factsheets
Investment group Swiss Shares Smart Beta Dynamic 100 ESG Download   PDF
Investment group LOB-Mix Download   PDF
Investment group LOB-Mix Plus 35 Download   PDF
Investment group Swiss Real Estate Download   PDF
Investment group Real Estate Romandie Download   PDF
Investment group Mortgages Switzerland Download   PDF
Investment group Swiss Shares Smart Beta Dynamic 100 ESG
Download   PDF
Investment group LOB-Mix
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Investment group LOB-Mix Plus 35
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Investment group Swiss Real Estate
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Investment group Real Estate Romandie
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Investment group Mortgages Switzerland
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Investment saving
Application to open a vested benefits depot (Liberty) Download   PDF
Application to open a vested benefits depot (Liberty)
Download   PDF
Foundation documents
Articles of incorporation and foundation regulations Download   PDF
Investment guidelines Download   PDF
Declaration of enrolment Download   PDF
Acquisition for entitlements – Securities Download   PDF
Acquisition for entitlements – Mortgage Switzerland Download   PDF
Acquisition for entitlements – Romandie Real Estate (in german) Download   PDF
Acquisition for entitlements – Swiss Real Estate (in german) Download   PDF
Redemption of entitlements Download   PDF
Fees Download   PDF
Articles of incorporation and foundation regulations
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Investment guidelines
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Declaration of enrolment
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Acquisition for entitlements – Securities
Download   PDF
Acquisition for entitlements – Mortgage Switzerland
Download   PDF
Acquisition for entitlements – Romandie Real Estate (in german)
Download   PDF
Acquisition for entitlements – Swiss Real Estate (in german)
Download   PDF
Redemption of entitlements
Download   PDF
Fees
Download   PDF