Transparent, solid and long-lasting value retention.
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 Commercial Fund is a Swiss real estate fund for public investors, listed on the SIX Swiss Exchange. It invests in commercial properties throughout Switzerland, focusing on office, commercial and retail use, primarily in suburban, high-growth and easily accessible locations.
The Helvetica Swiss Opportunity Fund was delisted from the SIX Swiss Exchange on June 23, 2025, as planned, as part of its merger with the Helvetica Swiss Commercial Fund.
The Helvetica Swiss Living Fund is a Swiss real estate fund for public investors, listed on the SIX Swiss Exchange. It invests in residential properties throughout Switzerland, primarily in suburban, high-growth locations with excellent access to business centres. All properties are GEAK-certified.
The Helvetica Life Investment Foundation is open to occupational pension funds domiciled in Switzerland. The Sustainable Suburban Living Switzerland investment group primarily invests in sustainable residential property in almost new-condition (at least 80%) with GEAK A to C (at least 70%) in suburban, high-growth locations with excellent access to economic centres.
Sustainability
As one of the leading players in the Swiss real estate sector, Helvetica has committed itself in its fund agreements to actively contribute to the fight against climate change. Buildings are responsible for a significant proportion of global CO2 emissions. Helvetica has therefore developed a comprehensive sustainability strategy based on a three-phase model that aims to reduce the greenhouse gas emissions of its properties to net zero by 2050.
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,
Member of the Executive Team
T +41 43 544 70 95
urs.kunz@helvetica.com
