(01.01. - 31.03.2020)
|TER ISA (NAV) 2019||0.57%¹|
||Min. ⅔ residential, max. ⅓ commercial/office
|Benchmark||KGAST Immo-Index Mixed
|Portfolio management real estate
|Real estate management
||Privera Ltd, Bern
||BDO Ltd, Zürich
||Bank J. Safra Sarasin Ltd, Basel
||Superintendence Commission for the Occupational Benefit Scheme, Bern
|Publication of NAV
||01.01. – 31.12.|
¹ Calculated in accordance with KGAST specifications, incl. VAT annualised.
The real estate portfolio is composed of existing and well-leased buildings and building projects. These are spread over different urban regions throughout Switzerland. The Helvetia Investment Foundation plans to make further investments in the near future and, as the case may be, to involve in building projects in cooperation with the Helvetia Insurances.