Good GRESB results for Helvetia in 2024

For the second time, three Helvetia real estate investment vehicles participated in the Global Real Estate Sustainability Benchmark (GRESB). All three investment vehicles saw an improvement in their GRESB results compared with the previous year and were once again awarded a Green Star. These awards underscore Helvetia's ambitions in the responsible investment space, with a net-zero target for indirect emissions by 2050.

24.10.2024 | Media releases

The Helvetia Investment Foundation’s two real estate investment groups (Swiss Real Estate and Romandie Real Estate) as well as Helvetia Asset Management Ltd's Helvetia (CH) Swiss Property Fund, which is listed, were assessed by GRESB for the second time and increased their points in the GRESB score in 2024. The three investment vehicles, which have total assets under management of around CHF 3 billion, achieved gratifying GRESB scores (81, 80 and 80 points, respectively, out of a total of 100) in this year's GRESB sustainability benchmark analysis for real estate as well as 3 out of 5 stars in the benchmark comparison. These good results mean all three investment vehicles met the criterion for the separate Green Star award.

Vehicle	Score¹	Rating²	Green Star³
Helvetia Swiss Real Estate investment group	81 points	*** stars	Green Star award
Helvetia Romandie Real Estate investment group	80 points	*** stars	Green Star award
Helvetia (CH) Swiss Property Fund	80 points	*** stars	Green Star award

1 The GRESB score is a value from 0 to a maximum of 100 and consists of the weighting of different sustainability categories.
2 The GRESB rating is based on the GRESB score and its quintile position compared with all participants in the annual GRESB rating. 5 stars = top quintile in the global field, 1 star = lowest quintile in the global field.
3 GRESB grants real estate vehicles a Green Star award if they achieve a score of more than 50% of the points in the management and performance categories.

In 2024, a total of 2,223 real estate investment vehicles participated in the GRESB sustainability benchmark. GRESB is an independent organization that annually compiles the leading global sustainability benchmark for the real estate industry. GRESB provides investors with independent, transparent and standardized benchmark results on ESG performance and sustainability best practices for real estate and infrastructure companies, funds and assets worldwide.

"This marks the second year we’ve participated in GRESB and we’re pleased to have delivered improved results for our investors as well as won the Green Star award for our three real estate investment vehicles. Our participation reflects the importance of ESG factors in our investment processes and underlines our commitment to sustainability", says André Keller, Group Chief Investment Officer at Helvetia.

Net-zero target of 2050 for investments
The GRESB scores are the result of a comprehensive campaign to gear the three real estate investment vehicles to sustainability. Measures to combat climate change are a central component of the Helvetia sustainability approach. At the same time, responsible investment is a strategic goal of the Helvetia Group as it seeks to meet its responsibility towards the environment. The company intends to gradually shift the investment portfolios to net-zero emissions by 2050, thus meeting the requirements of the Paris Climate Agreement.

Further information is available via the following links:

Contact information

Rebecca Blum
Corporate Communications
Phone: +41 58 280 50 33
media.relations@helvetia.ch

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About the Helvetia Investment Foundation

Established in 1993, the Helvetia Investment Foundation is a foundation under Swiss law as defined in Art. 53g LOB and Art. 80 et seq. SCC, and is overseen by the Occupational Pension Supervisory Commission OPSC. Its purpose is the collective investment and management of the pension assets entrusted to it by investors. To this end, it offers investment groups focusing on real estate, mortgages, mixed funds and securities. Its investors comprise employee benefits institutions domiciled in Switzerland whose purpose is the provision of occupational benefits. The General Meeting of Investors is the investment foundation's supreme body.

Real estate investment groups of the Helvetia Investment Foundation

Name	Swiss Real Estate	Romandie Real Estate
Security no./ISIN	18823078	30120010
ISIN	CH0188230780	CH0301200108
Bloomberg	IMMSCHW SW	IMMROMD SW
Investor group	Pension institutions domiciled in Switzerland	Pension institutions domiciled in Switzerland
Year established	2012	2016
Financial year	1 January to 31 December	1 January to 31 December
Foundation management	Helvetia Swiss Life Insurance Company Ltd, Basel	Helvetia Swiss Life Insurance Company Ltd, Basel
Portfolio management	Helvetia Asset Management Ltd, Basel	Edmond de Rothschild REIM (Switzerland) Ltd., Geneva
Custodian bank	J. Safra Sarasin, Zurich	J. Safra Sarasin, Zurich
Supervisory authority	Occupational Pension Supervisory Commission (OPSC), Bern	Occupational Pension Supervisory Commission (OPSC), Bern

The prospectuses and factsheets of the investment groups and the annual and sustainability report of the Helvetia Investment Foundation are available at www.helvetia-anlagestiftung.ch.

About Helvetia Asset Management Ltd
Helvetia Asset Management Ltd is regulated by the Swiss Financial Market Supervisory Authority FINMA and provides fund management and asset management services. It offers collective investment schemes and is an independent fund management company operating in the interests of its investors. The company also provides investment advice and performs asset management, client representation and transaction management for employee benefit institutions, namely for real estate portfolios. Helvetia Asset Management Ltd has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding Ltd, St. Gallen, Switzerland.

Fund information

Name	Helvetia (CH) Swiss Property Fund
Security no./ISIN	Security no.: 51383832/ISIN: CH0513838323
Ticker symbol	HSPF
Legal form	Contractual real estate fund under Swiss law
Fund domicile	Switzerland
Investor group	Unlimited
Distribution policy	Distributing
Launch date	3 June 2020
Accounting year	1 October to 30 September
Fund management company	Helvetia Asset Management Ltd, Basel
Portfolio management	Helvetia Asset Management Ltd, Basel
Custodian bank	Zürcher Kantonalbank, Zurich
Market maker	Bank J. Safra Sarasin AG, Zurich

The prospectus with integrated fund contract, the basic information sheet and the annual and semi-annual reports are available at www.swissfunddata.ch and www.helvetia-am.ch.

This media release can also be found on the website www.helvetia-am.ch.

Disclaimer

The details and descriptions provided in this media release concerning the Helvetia Investment Foundation's investment groups do not constitute an offer or solicitation to purchase or sell certain financial instruments, nor are they to be understood as investment advice. They are for information purposes only. Any acts or omissions made on the basis of the information contained in this media release are the sole responsibility of the recipient. Compliance with statutory provisions is also the recipient's own individual responsibility. The recipient should also be aware that the ratings given in the media release may change in future.

The Helvetia (CH) Swiss Property Fund referred to in this media release is exclusively for qualified investors – as defined in Art. 10 (3) and (3ter) of the Swiss Act on Collective Investment Schemes (CISA) in combination with Art. 4 (3–5) and Art. 5 (1 and 4) of the Financial Services Act (FinSA) – domiciled in Switzerland. The details given of the real estate fund are intended exclusively as information and do not constitute legal, tax or financial advice, nor are they an offer or a recommendation to buy or sell investment instruments or other financial services or a solicitation or invitation to submit an offer. The sole binding basis for the purchase of or subscription to fund units is the fund agreement, including the appendix, and the latest annual report. These documents can be obtained free of charge from the fund management company, Helvetia Asset Management Ltd, Steinengraben 41, 4002 Basel, Switzerland, or the custodian bank, Zürcher Kantonalbank, Bahnhofstrasse 9, 8001 Zurich, Switzerland.