Romandie Real Estate

General information
Securities no.	30120010
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
Auditor	BDO Ltd, Zurich
Supervisory authority	Superintendence Commission for Occupational Benefit Schemes (OAK BV), Bern
Publication of NAV	Quarterly
Financial year	01.01. – 31.12.
Distribution policy	Reinvested
Performance YTD (01.01. - 31.12.2022)	4.2%
TER ISA (NAV) 2022¹	0.72%

Information

Good to know

Autonomous and semi-autonomous pension funds in the current investment environment are currently faced with the challenge of generating yields that can hardly be achieved through stocks and bonds alone. Following the great success of the IPO “Swiss Real Estate” three years ago, the Helvetia Investment Foundation is launching an interesting and attractive project: the new investment group "Romandie Real Estate”.

An entry point into a competitive market

Swiss real estate is in high demand. Thanks to the cooperation with Edmond de Rothschild REIM (Suisse) SA , Helvetia Investment Foundation was able to put together an investment group that provides stable yields and low volatility with a focus on French-speaking Switzerland: an ideal diversification option in every investment portfolio!

Investment strategy and objective

The investment group invests up to three quarters in residential properties and up to one quarter in commercial properties. The investments are widely diversified by property, type and location in order to ensure an appropriate distribution of risk. In addition to
investments in existing properties in French-speaking Switzerland, active new building projects are being planned. The investment objective is to achieve at least the benchmark yield (KGAST Immo Index) over the medium to long term.

Your joining advantage

West Switzerland expertise with Edmond de Rothschild REIM (Suisse) SA

Founded in 2007, Edmond de Rothschild REIM (Suisse) SA provides a comprehensive real estate services package. With its head office in Geneva, it has an excellent network in French-speaking Switzerland. Wide-reaching knowledge of the region combined with an active management approach gives investors confidence and security. Edmond de Rothschild REIM (Suisse) SA has been a subsidiary company of Edmond de Rothschild (Swiss) SA since 2014. Edmond de Rothschild REIM (Suisse) SA is responsible for portfolio and transaction management for the Romandie Real Estate investment group and it also provides construction trust services for construction projects.

Renens du Simplon — Renens (VD) - Rue du Simplon

Avenches (VD) - Route de Villars-le-Grand

Conthey (VS) - Rue de la Gare — Conthey (VS) - Avenue de la Gare

Marin-Epagnier (NE) - Avenue des Champs-Montants

Projekt Versoix (GE) - Route de Suisse — Versoix (GE) - Route de Suisse

Lausanne (VD) - Ch. Isabelle de Montolieu

Lausanne-Sévery_IMMO-Romandie_3200x1800px — Lausanne (VD) - Av. William-de-Charrière-de-Sévery

Lausanne-Saussaz_IMMO-Romandie_3200x1800px — Montreux (VD) - Rte de la Saussaz

Chavannes-pres-Renens_IMMO-Romandie_3200x1800px — Chavannes-près-Renens (VD) - Rte de la Maladière

geneve-rue-royaume — Genève (GE) - Rue Royaume

vernier-chemin-de-la-maisonneuve — Vernier (GE) - Chemin de la Maisonneuve

grand-lancy-chemin-des-fraisiers — Grand-Lancy (GE) - Chemin des Fraisiers

lausanne-chemin-du-bois-de-la-fontaine — Lausanne (VD) - Chemin du Bois-de-la-Fontaine

Genève - Grand-Saconnex — Le Grand-Saconnex (GE) - Ch. Alfred-Bétems

Genève - Rue de Confessions — Genève (GE) - Rue de Confessions

Bussigny - Chemin du Vallon — Bussigny (VD) - Chemin du Vallon

Genève - Rue Antoine-Carteret — Genève (GE) - Rue Antoine-Carteret

Genève - Rue Lamartine 13, 15a, 15b — Genève (GE) - Rue Lamartine 13, 15a, 15b

Genève - Rue de la Gabelle — Carouge (GE) - Rue de la Gabelle

Genève _ Rue Lamartine17 — Genève (GE) - Rue Lamartine 17

Genève - Clos-Belmont — Genève (GE) - Chemin Clos-Belmont

Genève (GE) - Rue du Pré-Jörôme — Genève (GE) - Rue du Pré-Jérôme

Genève (GE) - Rue Lausanne — Genève (GE) - Rue de Lausanne

Plan-les-Ouates (GE) - Chemin du Pré-Fleuri

Renens (VD) - Avenue du 25 Janvier — Renens (VD) - Avenue du 24 Janvier

Carouge. Rue du Tir-au-Canon — Carouge (GE) - Rue du Tir-au-Canon

Genève_Chemin des Tulipiers — Genève (GE) - Chemin des Tulipiers

Renens (VD) - Rue du Simplon

Aigle (VD) - Chemin de la Scierie

Avenches (VD) - Route de Villars-le-Grand

Conthey (VS) - Avenue de la Gare

Genève (GE) - Avenue de l'Amandolier

Genève (GE) - Rue des Délices

Genève (GE) - Rue de Bâle

Marin-Epagnier (NE) - Avenue des Champs-Montants

Meyrin (GE) - Rue des Vernes

Nyon (VD) - Rue Neuve

Peseux (NE) - Grand-Rue

Peseux (NE) - Rue de Neuchâtel

Sion (VS) - Avenue Maurice Troillet

Sion (VS) - Rue Saint Guérin

Thônex (GE) - Chemin Louis-Valencien

Versoix (GE) - Route de Suisse

Grand-Lancy (GE) - Av. Eugène-Lance

Lausanne (VD) - Ch. Isabelle de Montolieu

Nyon (VD) - Rte de l'Etraz

Lausanne (VD) - Av. William-de-Charrière-de-Sévery

Montreux (VD) - Rte de la Saussaz

Chavannes-près-Renens (VD) - Rte de la Maladière

Genève (GE) - Rue Royaume

Vernier (GE) - Chemin de la Maisonneuve

Grand-Lancy (GE) - Chemin des Fraisiers

Lausanne (VD) - Chemin du Bois-de-la-Fontaine

Le Grand-Saconnex (GE) - Ch. Alfred-Bétems

Genève (GE) - Rue de Confessions

Bussigny (VD) - Chemin du Vallon

Genève (GE) - Rue Antoine-Carteret

Genève (GE) - Rue Lamartine 13, 15a, 15b

Carouge (GE) - Rue de la Gabelle

Genève (GE) - Rue Lamartine 17

Genève (GE) - Chemin Clos-Belmont

Montreux-Clarens (VD) - Rue du Lac

Genève (GE) - Rue de Berne

Genève (GE) - Rue de Lyon

Genève (GE) - Rue du Pré-Jérôme

Genève (GE) - Rue de Lausanne

Plan-les-Ouates (GE) - Chemin du Pré-Fleuri

Prilly (VD) - Avenue de la Rapille

Renens (VD) - Avenue du 24 Janvier

Renens (VD) - Rue de Crissier

Vernier (GE) - Route de Peney

Yverdon-les-Bains (VD) - Rue du Lac

Carouge (GE) - Rue du Tir-au-Canon

Genève (GE) - Chemin des Tulipiers

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