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Infrastructure Equity Global Evergreen (USD)
The Helvetia Investment Foundation is launching the new Infrastructure Equity Global Evergreen (USD) investment group in close collaboration with Mercer as 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.
* RAIF: Reserved Alternative Investment Fund
Strategic allocation
Further information
Generating attractive returns with infrastructure investments
- Increasing demand among Swiss pension funds for infrastructure investments (own investment class: 10% of total assets as per OPO 2)
- Simple access to the global infrastructure growth market via the investment group of an investment foundation under Swiss law
- Exclusive investment opportunities in primaries, secondaries and co-investments
- Improved risk-return profile over the entire portfolio through low correlation with traditional investment classes
Optimal investment group structure
- Allocation of investment group targets set in close collaboration with multiple Swiss pension funds, tailored to their unique requirements
- Wide-ranging diversification according to strategies, regions, sectors and investment instruments (some offering protection against inflation)
- Guaranteed compliance with OPO 2
- Evergreen structure for for greater flexibility and simplified liquidity management
- Reduced J-curve effect by investing in co-investments and secondaries
Attractive conditions of the investment group
- Competitive fees (TER KGAST)
- Significantly reduced fees for first close investors (limited access)
- Harnessing of scaling effects by the established investment manager Mercer
Stable partnership
- Partnership between two established companies in the Swiss pension market who are combining their expertise for the benefit of Swiss pension funds
- The Helvetia Investment Foundation as the leading provider of investment solutions on the Swiss pension market with over 30 years of experience
- Mercer as investment manager with over 20 years of experience in the infrastructure sector
- Access to more than 200 private markets specialists worldwide and a Swiss investment and operations team with over 40 private market professionals
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