Helvetica Life Investment Foundation

Investment Group «Nachhaltiges Suburbanes Wohnen Schweiz».

Sustainable returns - built up in a controlled manner.

Key data

Every investment follows a structured review process - from technical due diligence to ESG assessment.

Target return on the investmentapprox. 4% p.a. after the start-up phase (5 years)
Target volumeCHF 500 million within 5 years
Target ratio of debt financingmax. 20%

 

Contributions in kind and purchases.

Key data

Pension funds can contribute residential properties and portfolios as contributions in kind. The valuation is independent and in line with the market. We are looking for residential properties and development projects in stable Swiss regions.