With Helvetia Asset Management Ltd, SIX welcomes another new real estate fund issuer at SIX Swiss Exchange. Their newly listed fund, the Helvetia (CH) Swiss Property Fund (ISIN CH0513838323), is now open to private investors and will make part of the SXI Real Estate Funds Broad Index (SVIIT) that comprises all SIX-listed real estate investment funds that have at least 75% of their assets invested in Switzerland.

Gregor Braun, Member of the Management Committee Exchanges, comments: “The SXI Real Estate Funds Broad TR Index consists currently of 42 listed at SIX real estate companies as well as funds and during the past twelve months has achieved a growth of 6.1%. Bringing supply and demand together while offering investors an increasing choice of investment products makes part of our core strengths. A warm welcome to our new real estate fund issuer Helvetia Asset Management Ltd.”

Laurent Lefèvre, Head Delivery Capabilities, SIX

A warm welcome to our new real estate fund issuer Helvetia Asset Management Ltd.

Gregor Braun, Member of the Management Committee Exchanges

“We are very pleased to offer our real estate investment solution in the Swiss residential segment to a broader group of investors,” says Patrick Stampfli, CEO Fund Management Helvetia Asset Management Ltd. “The Helvetia (CH) Swiss Property Fund, with its diverse portfolio of high-quality residential properties across Switzerland, offers private investors a specific investment opportunity. This listing marks an important milestone in our mission to provide attractive real estate investment options and we look forward to contributing to the dynamic growth of the SXI Real Estate Broad Index.”

Real Estate Investments Across Switzerland

The Helvetia (CH) Swiss Property Fund was launched in 2020 and invests directly in high-quality properties, predominantly residential properties, with a focus on large cities, medium-sized towns and their agglomerations throughout Switzerland. The fund encompasses 46 properties and market value of the properties was CHF 1.0 bn. as of end of the first quarter of the current year. Find out more on the website of Helvetia Asset Management Ltd.