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Firm
Our focus is exclusively on real estate. As real estate experts with many years of broad experience, we offer you reliable and stable real estate investments with sustainable investment returns.
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Here you can find out more about our Swiss investment products. Our reputation is based on our high standards when it comes to offering stable and reliable investments.
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Helvetica Swiss Commercial Fund
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Helvetica Swiss Living Fund
Fund profile Portfolio Publications General Capital Increase
Helvetica Swiss Opportunity Fund
Fund profile Portfolio Publications General Capital Increase
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As Real Estate experts, we have proven skills across all areas of the Real Estate Fund and Asset Management value chain.
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As a Real Estate Asset Manager with listed investement products, we attach great importance to providing fast and transparent information to our clients and business partners.
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Financial Reports

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HSC Fund
Annual Report 2023

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HSC Fund
Rapport annuel (en français) 2023

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HSL Fund
Annual report 2023

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HSL Fund
Rapport annuel (en français) 2023

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HSO Fund
Annual Report 2023

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HSO Fund
Rapport annuel (en français) 2023

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HSC Fund
Half-Year Report 2023

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HSL Fund
Half-Year Report 2023

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HSO Fund
Half-Year Report 2023

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HSL Fund
Annual Report 2022

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HSO Fund
Annual Report 2022

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HSC Fund
Annual Report 2022

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HSC Fund
Half-Year Report 2022

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HSO Fund
Half-Year Report 2022

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HSL Fund
Half-Year Report 2022

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HSC Fund
Annual Report 2021

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HSO Fund
Annual Report 2021

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HSL Fund
Annual Report 2021

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HSO Fund
Half-Year Report 2021

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HSL Fund
Half-Year Report 2021

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HSC Fund
Half-Year Report 2021

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HSC Fund
Annual Report 2020

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HSL Fund
Annual Report 2020

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HSO Fund
Annual Report 2020

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HSL Fund
Half-Year Report 2020

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HSO Fund
Half-Year Report 2020

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HSC Fund
Half-Year Report 2020

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HSC Fund
Annual Report 2019

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HSC Fund
Half-Year Report 2019

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HSC Fund
Annual Report 2018

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HSC Fund
Half-Year Report 2017

Investor presentations

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HSC Fund
HSO Fund HSL Fund investor presentation of 5 March (in German) 2024

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HSC Fund
HSO Fund HSL Fund Further information on the annual reports (in German) 2023

Prospectus

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HSC Fund
Prospekt

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HSL Fund
Prospekt

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HSO Fund
Prospekt

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Helvetica Life
Prospekt

Fact Sheets

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HSO Fund
Fact Sheet 31 December 2023

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HSL Fund
Fact Sheet 31 December 2023

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HSC Fund
Fact Sheet 31 December 2023

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HSO Fund
Fact Sheet 30 September 2023

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HSL Fund
Fact Sheet 30 September 2023

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HSC Fund
Fact Sheet 30 September 2023

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HSO Fund
Fact Sheet 30 June 2023

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HSL Fund
Fact Sheet 30 June 2023

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HSC Fund
Fact Sheet 30 June 2023

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HSO Fund
Fact Sheet 31 March 2023

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HSL Fund
Fact Sheet 31 March 2023

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HSC Fund
Fact Sheet 31 March 2023

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HSO Fund
Fact Sheet 31 December 2022

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HSO Fund
Fact Sheet 31 December 2021

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HSO Fund
Fact Sheet 30 September 2022

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HSO Fund
Fact Sheet 30 September 2021

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HSO Fund
Fact Sheet 30 June 2022

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HSO Fund
Fact Sheet 30 June 2021

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HSO Fund
Fact Sheet 31 March 2022

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HSO Fund
Fact Sheet 31 March 2021

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HSL Fund
Fact Sheet 31 December 2022

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HSL Fund
Fact Sheet 31 December 2021

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HSL Fund
Fact Sheet 30 September 2022

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HSL Fund
Fact Sheet 30 September 2021

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HSL Fund
Fact Sheet 30 June 2022

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HSL Fund
Fact Sheet 30 June 2021

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HSL Fund
Fact Sheet 31 March 2022

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HSL Fund
Fact Sheet 31 March 2021

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HSC Fund
Fact Sheet 31 December 2022

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HSC Fund
Fact Sheet 31 December 2021

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HSC Fund
Fact Sheet 30 September 2022

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HSC Fund
Fact Sheet 30 September 2021

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HSC Fund
Fact Sheet 30 June 2022

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HSC Fund
Fact Sheet 30 June 2021

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HSC Fund
Fact Sheet 31 March 2022

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HSC Fund
Fact Sheet 31 March 2021

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HSL Fund
Fact Sheet 31 December 2020

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HSC Fund
Fact Sheet 31 December 2020

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HSO Fund
Fact Sheet 31 December 2020

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HSO Fund
Fact Sheet 30 September 2020

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HSL Fund
Fact Sheet 30 September 2020

Quick Facts

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HSO Fund
Quick Facts 31 December 2023

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HSL Fund
Quick Facts 31 December 2023

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HSC Fund
Quick Facts 31 December 2023

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HSO Fund
Quick Facts 30 September 2023

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HSL Fund
Quick Facts 30 September 2023

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HSC Fund
Quick Facts 30 September 2023

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HSO Fund
Quick Facts 30 June 2023

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HSL Fund
Quick Facts 30 June 2023

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HSC Fund
Quick Facts 30 June 2023

Sustainability Reports

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Helvetica
Sustainability Report 2023

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Helvetica
Sustainability Report 2022

Various

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HSC Fund
Distribution Notification 2023

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HSL Fund
Distribution Notification 2023

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HSO Fund
Distribution Notification 2023

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HSC Fund
Key Information Document 2023

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HSO Fund
Key Information Document 2023

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HSC Fund
ZKB Research 2023

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HSC Fund
Distribution Notification 2022

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HSO Fund
Distribution Notification 2022

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HSL Fund
Dividend Notification 2022

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HSC Fund
Distribution Notification 2021

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HSO Fund
Distribution Notification 2021

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HSL Fund
Distribution Notification 2021

Acqusition Profile

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Acquisition Profile 2023