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    Helvetia Investment Foundation
    Helvetia Investment Foundation – your partner for professional asset management
    Helvetia Investment Foundation
    Shares
    Mortgages
    Real estate
    Mixed instruments
    Trade-Dates

    Last Trade-Date 2024: 18.12.2024
    First Trade-Date 2025: 08.01.2025

    Our investment gropus, your investment
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    Shares

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

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

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

    To improve diversification and reduce the risk, our mixed investments comprise real estate and mortgages.
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    Brochures and downloads
    Here you will find all relevant documents and brochures.
    News and information
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    Announcement of capital increase Swiss Real Estate

    Helvetia Investment Foundation announces a capital increase for the Swiss Real Estate investment group in Q1 2025.
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    GRESB 2024

    Helvetia Investment Foundation improves GRESB results.
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    Sucessful capital increase for Romandie Real Estate

    Helvetia Investment Foundation annouces successful capital increase for the investment group Romandie Real Estate.
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    Contribution in kind and capital increase

    Helvetia Investment Foundation reports contribution in kind and announces capital increase
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    New and re-election of board members

    Re-election of board members and new addition of Tecla Solari.
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    Annual Report 2023

    Annual Report 2023 now available.
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    Sustainability Report 2023

    Sustainability Report 2023 now available.
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    Successful financial year 2023

    Brief information on the successful financial year 2023.
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    Services & contact
    Write to us
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    Downloads & links
    Useful links
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