Helvetica Swiss Opportunity Fund

Fund shares are traded over-the-counter.

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

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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

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Prospectus

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Prospectus (in German) 2025

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Various Downloads

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Key Information Document (in German) 2025

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Acquisition Profile 2024

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Distribution Notification 2023

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Distribution Notification 2022

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Distribution Notification 2021

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News

Press release

Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund

Zurich, 14 January 2025 – Changes to the fund contract for the Helvetica Swiss Opportunity Fund (HSO Fund) in connection with its introduction for…
Press release

Helvetica Swiss Opportunity Fund completes crucial sales, paving the way for the IPO and subsequent merger with the HSC Fund

Zurich, 19 December 2024 – As part of its strategic portfolio optimisation, preparation for the IPO and subsequent merger with the Helvetica Swiss…
Press release

Helvetica Swiss Opportunity Fund shows strong first half of 2024 and lowers vacancy rate to 2.3 %

Zurich, September 3, 2024 – The Helvetica Swiss Opportunity Fund (HSO Fund) ended the first half of 2024 with an excellent and solid result. The…

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