Building Enduring Value.

Helvetica Swiss Opportunity Fund Records Strong Portfolio Income in the 2024 Financial Year and is Ready to be Merged with the HSC Fund

Zurich, 05 March 2025 – Helvetica Swiss Opportunity Fund (HSO Fund) had an operationally solid year in 2024. The Fund Management Company pursued clear…

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Helvetica Swiss Commercial Fund Reports a Solid 2024 Financial Year Performance

Zurich, 05 March 2025 – Helvetica Swiss Commercial Fund (HSC Fund) had a successful year in 2024. The Fund Management Company pursued clear strategic…

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Helvetica Swiss Living Fund Clearly Positioned Itself in the 2024 Financial Year, Completed Its IPO and Increased Its Distribution of Profits

Zurich, 05 March 2025 – Helvetica Swiss Living Fund (HSL Fund) had a successful year in 2024. The Fund Management Company pursued clear strategic…

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Merger schedule for the Helvetica Swiss Opportunity Fund and Helvetica Swiss Commercial Fund is in place

Zurich, 28 February 2025 – The next milestones towards the merger of the Helvetica Swiss Opportunity Fund (HSO Fund) and Helvetica Swiss Commercial…

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Helvetica puts its trust in targeted expertise: Marc Escher is the new Chief Financial Officer

Zurich, 10 February 2025 – Helvetica is pleased to announce the appointment of Marc Escher as new Chief Financial Officer (CFO) and member of the…

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Helvetica announces indicative NAV estimate for end of 2024 in view of IPO of Helvetica Swiss Opportunity Fund on 11 February 2025

Zurich, 6 February 2025 – The fund management company is preparing to list the HSO Fund on the SIX Swiss Exchange, with trading starting on 11…

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Current market challenges and Helvetica's strategic response

22. November 2023 – The Swiss real estate sector has not been spared from the current market volatility. The SXI Real Estate Broad Index has come…
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Navigating Helvetica's Future

10. November 2023 – An exclusive Q&A Session with our new Chief Investment Officer Dominik Fischer. The reorganization at Helvetica enables stringent…
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Smart Office Greening - Sustainability in Everyday Life

10. July 2023 – Interview with Oxygen at Work, Joel Bloch – Chief Commercial Officer and Co-Founder.
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Welcome to Helvetica

Helvetica is a leading Real Estate Investment Manager. With a fully integrated real estate investment platform, we are able to provide both standardized investment products, customized investment plans and services. We deliver sustainable value to our clients through active management and long-term ownership of swiss real estate investments. Our platform is approved and regulated by the Swiss Financial Market Supervisory Authority FINMA.

Key Figures

40

Specialists

with highly qualified know-how in the real estate, fund and finance industrie

18

Years

with a consistent track record in real estate investments

4

Real estate funds

with solid Swiss commercial and residential real estate

Real Estate as the Foundation for your Investment

Invest in Swiss real estate with our actively managed investment funds that retain their value. With our many years of real estate expertise, we generate attractive and stable dividend yields over the long term. Fund units can be purchased from all Swiss banks.

Go to Product Overview

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 is a Swiss real estate fund for public investors, listed on the SIX Swiss Exchange. It invests in commercial properties throughout Switzerland, focusing on special uses, such as operator, commercial, warehouse and logistics buildings, primarily in suburban, high-growth and easily accessible locations. The focus is on real estate with few tenants and long-term leases that generate stable income.
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.
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About Helvetica

Our company was created in 2006 with the vision of building wealth that was sustainable over generations. For almost two decades long-term thinking has been at the core of our business.

Our history