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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
Fund profile Portfolio Publications General Capital Increase Share price
Helvetica Swiss Opportunity Fund
Fund profile Portfolio Publications General Capital Increase
Helvetica Swiss Living Fund
Fund profile Portfolio Publications General Capital Increase
Helvetica Life
Foundation Organization Investment Group Acquisition Profile Publications
Real Estate Portfolio
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Services
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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News
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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Factsheets

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HSL Fund
Fact Sheet 13 November 2024

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HSC Fund
Fact Sheet 30 September 2024

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HSO Fund
Fact Sheet 30 September 2024

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HSL Fund
Fact Sheet 30 June 2024

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HSC Fund
Fact Sheet 30 June 2024

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HSO Fund
Fact Sheet 30 June 2024

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HSC Fund
Fact Sheet 31 March 2024

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HSO Fund
Fact Sheet 31 March 2024

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HSL Fund
Fiche d'information 31 March 2024

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HSC Fund
Fact Sheet 31 December 2023

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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 30 September 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 June 2023

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HSO Fund
Fact Sheet 30 June 2023

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HSL Fund
Fact Sheet 30 June 2023

Investor presentations

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HSC Fund
HSO Fund HSL Fund Investor presentation (in German) half-year reports 2024

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HSC Fund
HSO Fund HSL Fund investor presentation (in German) annual reports 2024

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

Financial Reports

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HSL Fund
Half-Year Report 2024

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HSO Fund
Half-Year Report 2024

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HSC Fund
Half-Year Report 2024

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Helvetica Life
Annual Report (in German) 2023 2024

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HSC Fund
Annual Report 2023

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HSL Fund
Annual report 2023

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HSO Fund
Annual Report 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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HSL Fund
Annual Report 2020

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HSC Fund
Half-Year Report 2019

Prospectus

(in German only)

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HSO Fund
Prospectus

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HSL Fund
Prospectus

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HSC Fund
Prospectus

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Helvetica Life
Investment guidelines

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Helvetica Life
Prospectus

Regulations

(in German only)

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Helvetica Life
Fee and cost regulations 2024

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Helvetica Life
Organizational regulations 2023

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Helvetica Life
Foundation regulations 2024

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Helvetica Life
Statutes 2022

Sustainability Reports

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Helvetica
Sustainability Report 2023

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Helvetica
Sustainability Report 2022

Issue Prospectuses

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Helvetica Life
Declaration of accession (in German) 2024

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Helvetica Life
Subscription form (in German) 2024

Various

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HSL Fund
Key Information Document (in German) 2024

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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 2024

Contribution in kind

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HSL Fund
Contribution in kind 2023