Solid returns and broad diversification.

The primary focus of the fund is on properties with stable and sustainable income. The fund concentrates on investments in special use or operator properties of all types in the Swiss economic centers. The focus is on properties that offer stable income due to high rental occupancy rates and long-term leases with few tenants.

The fund management company's many years of broad experience and its impressive track record, as well as its strong commitment to risk management, ensure a sustained attractive distribution yield and lead to a high degree of stability. The long-term investment objective is primarily to preserve the fund's capital and distribute appropriate profit.

Where the fund invests

The fund invests in real estate in locations in Switzerland that are easily accessible by public and/or private transport. The properties often have long-term leases having tenants with solid credit ratings.

Usages in which the fund invests

Sectorally, the focus is on logistics, industrial, production, healthcare, leisure, sports, administrative and educational properties, data centers, city hotels, specialty stores and public sector infrastructure use.

Attractive and stable profit distributions

The Helvetica Swiss Opportunity Fund provides access to a diversified portfolio of high-quality real estate. The fund aims to achieve a stable distribution over the long term. However, the amount will ultimately be determined by the liquidity reserves of the fund.

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