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Mortgages Switzerland

General Information
Securities no.
ISIN CH0408680277
Bloomberg HYPSCHW SW
Region Switzerland
Target allocation
90% residential properties, 10% mixed & commercial properties
Reference index
Swiss Bond Index (SBI) Total AAA-BBB 5-7Y (Total Return)
Currency CHF
Portfolio management Investment Commission Mortgages Helvetia Investment Foundation
MoneyPark AG
Finovo AG
BDO Ltd, Zürich
Custodian bank
Bank J. Safra Sarasin Ltd, Basel
Supervisory authority
Superintendence Commission for the Occupational Benefit Scheme (OAK BV), Bern
Publication of NAV
Financial year
01.01. – 31.12.
Distribution policy Accumulating
Total expense ratio (TER) Ex ante 0.30%