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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
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Helvetica Swiss Opportunity Fund
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Helvetica Swiss Commercial Fund

Fund shares tradable on the exchange.

Fact Sheet

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Fact Sheet 30 September 2024

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Fact Sheet 30 June 2024

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Fact Sheet 31 March 2024

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Fact Sheet 31 December 2023

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Fact Sheet 30 September 2023

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Fact Sheet 30 June 2023

Current report

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Business Reports

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Half-Year Report 2024

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Annual Report 2023

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Half-Year Report 2023

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Annual Report 2022

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Half-Year Report 2022

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Annual Report 2021

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Half-Year Report 2021

Prospectus

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Prospectus (in German)

Various Downloads

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Acquisition Profile 2024

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Key Information Document 2024

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Distribution notification 2023

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ZKB Research 2023

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Distribution notification 2022

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Distribution notification 2021

News

Ad hoc announcement 05.12.2024

Helvetica Swiss Commercial Fund strengthens financial base through property sales, reduces management fee and expects stable distribution for 2024

Zurich, December 5, 2024 – As part of its strategic portfolio optimization and risk-conscious fund management, the Helvetica Swiss Commercial Fund…

Ad hoc announcement 30.08.2024

Helvetica Swiss Commercial Fund shows strong portfolio development and performance in the first half of 2024

Zurich, August 30, 2024 – The Helvetica Swiss Commercial Fund (HSC Fund) ended the first half of 2024 with a strong and solid result. In accordance…

Ad hoc announcement 04.06.2024

Update on the IPO of the Helvetica Swiss Opportunity Fund and the merger with the Helvetica Swiss Commercial Fund

Zurich, 4 June 2024 – The merger between the Helvetica Swiss Commercial Fund (HSC Fund) and the Helvetica Swiss Opportunity Fund (HSO Fund) will be…

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,
Member of the Executive Team
T +41 43 544 70 95
urs.kunz@helvetica.com