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Investment groups
Shares
Swiss Shares Smart Beta Dynamic 100
Mixed instruments
LOB-Mix
LOB-Mix Plus 35
Real estate
Swiss Real Estate
Romandie Real Estate
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Mortgages Switzerland
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Investment groups
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Shares
Investment groups
Shares
Swiss Shares Smart Beta Dynamic 100
Mixed instruments
Investment groups
Mixed instruments
LOB-Mix
LOB-Mix Plus 35
Real estate
Investment groups
Real estate
Swiss Real Estate
Romandie Real Estate
Mortgages
Investment groups
Mortgages
Mortgages Switzerland
Information
back
Key figures
Information
Key figures
Performance
Risk ratios
Cost and Fees
Documents
Information
Documents
Newsletter
Brochures and downloads
About us
back
Portrait
About us
Portrait
Helvetia Investment Foundation – your partner for professional asset management
Board of foundation
Team
Investment Commission
Partner
About us
Partner
Business partners
Contact
About us
Contact
Address – Contact
EN
DE
FR
IT
Investment groups
Here you will find an overview of all our investment groups.
Real estate
Mortgages
Mixed instruments
Shares
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Real estate
The real estate portfolio is composed of existing and well-leased buildings and building projects.
Investment portfolio real estate:
Swiss Real Estate
Romandie Real Estate
Mortgages
The investment group invests in fixed-rate and adjustable-rate mortgages, which are secured through properties in Switzerland.
Investment portfolio mortgages:
Mortgages Switzerland
Mixed instruments
To improve diversification and reduce the risk, our investment group "Mixed instruments" comprises real estate and mortgages.
Investment portfolio mixed instruments:
BVG-Mix
BVG-Mix Plus 35
Shares
The investment group "Swiss Shares Smart Beta Dynamic 100 ESG" invests exclusively in Swiss equity securities that are contained in the investment universe of the five Vescore Switzerland Indices.
Investment portfolio shares:
Aktien Schweiz Smart Beta Dynamisch 100 ESG
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