Three of Helvetia's real estate investment vehicles awarded a Green Star as part of the GRESB Real Estate Assessment

Established in 1993, the Helvetia Investment Foundation is a foundation under Swiss law as defined in Art. 53g LOB and Art. 80 et seq. SCC, and is overseen by the Occupational Pension Supervisory Commission OPSC. Its purpose is the collective investment and management of the pension assets entrusted to it by investors. To this end, it offers investment groups focusing on real estate, mortgages, mixed funds and securities. Its investors comprise employee benefits institutions domiciled in Switzerland whose purpose is the provision of occupational benefits. The General Meeting of Investors is the investment foundation's supreme body.

 

About Helvetia Asset Management Ltd
Helvetia Asset Management Ltd is regulated by the Swiss Financial Market Supervisory Authority FINMA and provides fund management and asset management services. It offers collective investment schemes and is an independent fund management company operating in the interests of its investors. The company also provides investment advice and performs asset management, client representation and transaction management for employee benefit institutions, namely for real estate portfolios. Helvetia Asset Management Ltd has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding Ltd, St. Gallen, Switzerland. 

The details and descriptions provided in this media release concerning the Helvetia Investment Foundation's investment groups do not constitute an offer or solicitation to purchase or sell certain financial instruments, nor are they to be understood as investment advice. They are for information purposes only. Any acts or omissions made on the basis of the information contained in this media release are the sole responsibility of the recipient. Compliance with statutory provisions is also the recipient's own individual responsibility. The recipient should also be aware that the ratings given in the media release may change in future.  

The Helvetia (CH) Swiss Property Fund referred to in this media release is exclusively for qualified investors – as defined in Art. 10 (3) and (3ter) of the Swiss Act on Collective Investment Schemes (CISA) in combination with Art. 4 (3–5) and Art. 5 (1 and 4) of the Financial Services Act (FinSA) – domiciled in Switzerland. The details given of the real estate fund are intended exclusively as information and do not constitute legal, tax or financial advice, nor are they an offer or a recommendation to buy or sell investment instruments or other financial services or a solicitation or invitation to submit an offer. The sole binding basis for the purchase of or subscription to fund units is the fund agreement, including the appendix, and the latest annual report. These documents can be obtained free of charge from the fund management company, Helvetia Asset Management Ltd, Steinengraben 41, 4002 Basel, Switzerland, or the custodian bank, Zürcher Kantonalbank, Bahnhofstrasse 9, 8001 Zurich, Switzerland.