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Helvetia Investment Foundation: blazing new trails with Swiss mortgages

From 1 May 2018 the new Mortgages Switzerland investment group of the Helvetia Investment Foundation will be investing in Swiss mortgages. Swiss pension funds will thus be able to make indirect and broadly diversified investments – for more yield and fewer risks.
23.04.2018
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The Mortgages Switzerland investment group of the Helvetia Investment Foundation will be investing from 1 May 2018 in Swiss mortgages, which are exclusively secured against properties in Switzerland. The investment foundation will be making good use of the mortgage expertise of Helvetia and working with MoneyPark and Finovo to cover the entire mortgage value added chain together. “With the Mortgages Switzerland investment group we can bring together mortgage borrowers and investors, i.e. pension funds, simply and efficiently”, explains Dunja Schwander, Managing Director of the Helvetia Investment Foundation.
 
Positive yield for pension funds at a time of negative interest rates
Though the Mortgages Switzerland investment group, Swiss pension funds can make indirect and broadly diversified investments. Even in a low interest rate environment, mortgages offer attractive additional yield in comparison to CHF bonds. “With a diversified portfolio of Swiss mortgages, we intend to earn a yield after deduction of costs which exceeds that of the Swiss Bond Index”, explains Marcel Hänni, Product Manager of the Helvetia Investment Foundation. Helvetia is also the first investment foundation to offer investors the opportunity to hedge their interest rate risk from the Mortgages Switzerland investment group, temporarily or in the long term, without any major expenses.
 
More information about the Mortgages Switzerland investment group can be found on the website www.helvetia-anlagestiftung.ch/en.
This media release can also be found on the website www.helvetia.com/media.

Contact information

Helvetia Insurance
Nadja Häberli
Senior Manager
Corporate Communications & PR
Dufourstrasse 40
9001 St. Gallen, Switzerland

Phone +41 58 280 5706

media.relations@helvetia.ch
www.helvetia.ch
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