I am interested in
The “Search” function is not available at the moment, please try again later.
Please get in contact with us. To contact form

Romandie Real Estate

General information
Securities no.
ISIN CH0301200108
Bloomberg IMMROMD SW
Region French-speaking Switzerland, MS regions in the Wüest & Partner monitoring regions 7 (Lake Geneva) and 8 (Western Switzerland) as well as in the MS regions 98 (Sierre), 99 (Sion), 100 (Martigny), and 101 (Monthey/St. Maurice)
Strategic diversification
Min. ¾ residential, max. ¼ commercial/office
Benchmark KGAST Immo-Index Mixed
Portfolio management real estate
Edmond de Rothschild REIM (Switzerland) Ltd, Geneva
BDO Ltd, Zurich
Supervisory authority
Superintendence Commission for Occupational Benefit Schemes (OAK BV), Bern
Publication of NAV
Financial year
01.01. – 31.12.
Distribution policy
Performance YTD (01.01. - 31.03.2024) 0.5%
TER ISA (NAV) 2023¹ 0.66%

¹  Calculated in accordance with KGAST specifications, incl. VAT annualised.

Minimum subscription amount
CHF 100 000
Investment group is open for subscription. Number of entitlements is settled with the next published net asset value per entitlement


Current Real estate portfolio

The portfolio of the investment group Romandie Real Estate is comprised of existing and well rented properties in the cantons of Geneva, Vaud and Valais. The Helvetia Investment Foundation is planning to make additional investments soon and in cooperation with Edmond de Rothschild REIM (Suisse) SA also to realise additional construction projects.

Map Romandie Real Estate