|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)
||Min. ¾ residential, max. ¼ commercial/office
|Benchmark||KGAST Immo-Index Mixed
|Portfolio management real estate
||Orox Asset Management Ltd, Geneva
||BDO Ltd, Zurich
||Superintendence Commission for Occupational Benefit Schemes (OAK BV), Bern
|Publication of NAV
||01.01. – 31.12.|
|Performance YTD (01.01.-30.06.2018)||2.3%|
|TER ISA (NAV) 2017¹||1.06%|
¹ Calculated in accordance with KGAST specifications, incl. VAT annualised.
² The acquisition fee is credited in full to the assets of the investment group. It covers procurement costs, sales costs, and ancillary costs such as operating costs, consultation services, fees, etc.
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 Orox Asset Management Ltd also to realise additional construction projects.