STABLE AND RELIABLE INVESTMENT PRODUCTS
Transparent, solid and long-term value preservation.
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 listed Swiss real estate fund for public investors and is tradable on the SXI Swiss Exchange. It invests throughout Switzerland in commercial properties with a focus on office, commercial and retail use in well-developed locations.
The Helvetica Swiss Opportunity Fund is a Swiss real estate fund for qualified investors that can be traded over the counter. It invests throughout Switzerland in commercial properties with special uses as well as operator, commercial, warehouse and logistics properties.
The Helvetica Swiss Living Fund is an over-the-counter tradable Swiss real estate fund for public investors. It invests throughout Switzerland in residential properties in predominantly suburban, high-growth regions.
Helvetica Life Investment Foundation primarily invests in new and sustainable residential real estate in well-developed locations in Swiss economic centers. The foundation serves exclusively as an occupational pension fund.
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
T +41 43 544 70 95
urs.kunz@helvetica.com