High stability due to low debt financing ratio.

The primary focus of the Helvetica Swiss Commercial Fund is on real estate with stable and sustainable income. The aim is to have a portfolio diversified by region, type of use, size and tenant mix. The fund concentrates primarily on operational and sustainable profitability, with a secondary focus on potential appreciation. The fund management follows an entrepreneurial hands-on approach and focuses on long-term value and income growth. The long-term investment objective is primarily to preserve assets and distribute appropriate income.

Where does the fund invests

The Helvetica Swiss Commercial Fund invests in commercial investment properties in Swiss economic centers and economically active areas in good locations with good access to public and private transport.

Usages in which the fund invests

The industry focus is on office, commercial and retail properties, specifically those properties with several tenants and mixed use, in which flexible use and the ability to use the space for third parties is important.

What speaks for an investment?

• Attractive and stable distribution yield
• High stability due to conservative debt financing ratio and low vacancy rates
• The fund units can be traded regularly
• Direct investment in a diversified, balanced and high-quality property portfolio in good locations in the Swiss economic regions
• Bank-independent asset manager who is only committed to its investors
• Clear investment guidelines and an experienced team guarantee the prudent investment of capital
• Professional selection and management of real estate for lasting value retention
• Investment risks are identified, measured and managed using sophisticated processes