Swiss Real Estate

Thanks to the excellent collaboration with Helvetia Asset Management Ltd., our specialist in portfolio and asset management, as well as Helvetia Insurances, responsible for the property management, the investment group is characterized by stable and very good returns and low volatility.

The investment group invests three-quarters of its assets in residential property and one-quarter in commercial property. The investments are widely diversified by property, type and location in order to ensure an appropriate distribution of risk. Through active portfolio management, portfolio optimizations are achieved via renovation measures and portfolio expansions through attractive acquisitions, including contributions in kind. The long-term investment objective is to equal at least the net yield of the benchmark (KGAST Immo-Index).

Helvetia Investment Foundation offers you the opportunity to subscribe to shares at NAV (without acquisition fee).

The property management is entrusted to Helvetia Insurances. The valuation expert is KPMG Switzerland. The renowned Bank J. Safra Sarasin Ltd serves as the custodian bank.