Transparent, solid and long-term value preservation.
The Helvetica funds are geared towards long-term value preservation. The real estate investments are of high quality in good locations and are broadly diversified throughout the Swiss economic regions. The funds are transparent, offer high stability and are aimed at retail investors and qualified investors.
The Helvetica Swiss Opportunity Fund invests primarily in Swiss logistics properties, data centers and specialist stores. The fund units are tradable over the counter. Admitted for qualified investors only.
The Helvetica Swiss Living Fund invests in Swiss residential properties in good locations. The fund units are tradable over the counter. Admitted for qualified investors only.
The Helvetica Swiss Commercial Fund invests in Swiss office buildings and commercial properties. The fund is listed on the SIX Swiss Exchange and can be traded regularly.
Helvetica Life Investment Foundation primarily invests in new and sustainable residential real estate in well-developed locations in Swiss economic centers. The foundation serves exclusively as an occupational pension fund.
Real estate funds with the best outlook
Get more out of your money. Invest in sustainable Swiss properties with exceptional return potential. Our many years of real estate expertise go into real estate funds that deserve your trust. The fund shares can be purchased and sold through your house bank. You only need the ISIN, security number or ticker symbol of the securities you want to buy or sell.
Your contact person
All relevant documents are available on Swiss Fund Data or on Helvetica.com.
If you have any questions or require further information, please do not hesitate to contact me.
Urs Kunz
Chief Commercial Officer
T +41 43 544 70 95
urs.kunz@helvetica.com
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