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Helvetia Investment Foundation

Helvetia Investment Foundation – your partner for professional asset management

Contact us

About us

Contact us

About us

Helvetia Investment Foundation

Our Investment groups

Infrastructure Equity

Mixed instruments

Key figures

Who we are

Board of foundation

Investment Commission

Our Partners at a glance

Learn more

Helvetia Investment Foundation

Investment groups

Our Investment groups

Infrastructure Equity

Mixed instruments

Information

Key figures

Portrait

Who we are

Board of foundation

Investment Commission

Our Partners at a glance

Learn more

New Infrastructure Equity Global Evergreen investment group

Helvetia Investment Foundation plans to launch the new Infrastructure Equity Global Evergreen investment group in the fourth quarter of 2025 with Mercer as the investment manager. This will create a new tailored investment opportunity for Swiss pension funds.

Announcement

Investment group

Our investment gropus, your investment

anlagestiftung-aktien

Shares

Our shares investment group invests exclusively in Swiss equity securities that are contained in the investment universe of the five Vescore Switzerland Indices.

Mortgages

Our mortgage investment group invests in fixed-rate and adjustable-rate mortgages, which are secured through properties in Switzerland.

Real estate

Our real estate investment groups are composed of existing and well-leased buildings and building projects.

infrastructure-equity

Infrastructure Equity

With its evergreen structure, this investment group is specially tailored to the requirements of Swiss pension funds.

anlagestiftung-mischgefaesse

Mixed instruments

To improve diversification and reduce the risk, our mixed investments comprise real estate and mortgages.

anlagestiftung-downloads

anlagestiftung-downloads

Brochures and downloads

Here you will find all relevant documents and brochures.

All documents

All documents

News and information

infrastructure-equity

Infrastructure Equity Launch

Helvetia Investment Foundation plans to launch the new Infrastructure Equity Global Evergreen investment group in the fourth quarter of 2025 with Mercer as the investment manager. This will create a new tailored investment opportunity for Swiss pension funds

Screenshot 2024-04-05 160143

Successful financial year 2024

Brief information on the successful financial year 2024.

anlagestiftung-nachhaltigkeitsbericht

Sustainability Report 2024

Sustainability Report 2024 now available.

anlagestiftung-jahresbericht

Annual Report 2024

Annual Report 2024 now available.

Kapitalerhoehung-2025-Grienmattweg-und-Gasstrasse-Liestal.jpg

Successful capital increase for Swiss Real Estate and CHF 3 billion milestone

Helvetia Investment Foundation announces significantly over-subscribed capital increase and surpassing the CHF 3 billion mark in assets under management for the investment foundation.

Architekturfotografie

GRESB 2024

Helvetia Investment Foundation improves GRESB results.

Kapitalerhöhung_News_2024

Sucessful capital increase for Romandie Real Estate

Helvetia Investment Foundation annouces successful capital increase for the investment group Romandie Real Estate.

Architekturfotografie

Contribution in kind and capital increase

Helvetia Investment Foundation reports contribution in kind and announces capital increase

Services & contact

Downloads & links