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Facts and figures of the Hel­vetia Invest­ment Foun­dation

Key figures
Prices and performances
performance sheet
Quarterly report current
Annual reports
2019
Total assets
CHF 1'597.4 million (valid as at 30.09.2020)
Number of investment groups

Swiss Shares Smart Beta Dynamic 100

LOB-Mix

LOB-Mix Plus 30

Swiss Real Estate

Romandie Real Estate

Mortgages Switzerland

General information
Foundation year
1993
Board of foundation
Donald Desax; Dr. Brigitte Guggisberg; Walter Heidelberger; Thomas Hofmann; Jürg Rieder; Stefano Beros; Markus Schär
Foundation management
Dr. Dunja Schwander; Marco Ipser (deputy)
Purpose of the foundation
The joint investment and management of the pension assets entrusted to it by the founders and co-founders.
Investment documents
investment guidelines
Custodian banks

Bank J. Safra Sarasin Ltd, Basel

Bank Vontobel AG, Zurich

Zürcher Kantonalbank, Zurich

Supervisory authority
superintendence of the occupational benefit scheme (OAK BV), Berne
Auditors
BDO Ltd, Zurich
Additional information
www.helvetia-anlagestiftung.ch
Legal documents
Foundation principles
articles of incorporation and regulations
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