Zurich, December 16, 2025 – The Helvetica Life Investment Foundation has successfully completed the opening of its new ‘Nachhaltiges Suburbanes Wohnen Schweiz’ investment group. The initial offering closed on December 12, 2025 with capital commitments of CHF 98 million and met with great interest from well-known pension funds.
Eleven Swiss pension funds participated in the initial offering. This resulted in capital commitments totaling around CHF 98 million, significantly exceeding the target minimum volume. The investment group remains open to subscriptions.
The committed capital will be used to gradually build up the initial portfolio. This includes existing sustainable properties, properties with renovation potential and development projects in well-connected suburban regions with stable demand for housing. The investment group has a long-term orientation and focuses on predictable current income.
Markus Streckeisen, President of the Board of Trustees of Helvetica Life, says: ‘I’d like to say a special thanks to our seed investors. The broad participation shows that a clearly defined residential real estate strategy – outside city centers – meets the needs of many pension institutions.’
The portfolio management and management of the investment group are being handled by the FINMA-regulated fund management company Helvetica Property Investors on the basis of specifically defined investment guidelines. The company has been active in the Swiss real estate market for 20 years and has specific experience in the selection, development and management of residential properties in suburban locations.
Dominik Fischer, CEO of Helvetica, explains: ‘We are deliberately building a quality-focused portfolio centered on sustainable residential properties and projects that will provide stable earnings in the long term and represent a sensible addition to urban real estate strategies.’
Swiss pension funds are thus gaining an investment group with a clearly focused residential real estate strategy to complement existing, primarily urban-oriented offerings.
About Helvetica
Helvetica Property Investors AG, founded in 2006, is an independent real estate investment manager and FINMA-regulated fund manager. We offer institutional and private investors, particularly pension funds, stable property investments with sustainable returns and develop individual solutions that we manage via our fully integrated value chain. Our listed investment products – the commercially focused HSC Fund and the residentially focused HSL Fund – invest in high-growth, suburban locations throughout Switzerland. Sustainability is an integral component of our business and is formally embraced at fund level throughout the entire property cycle. Helvetica.com
Nachhaltiges Suburbanes Wohnen Schweiz
The 'Helvetica Life Investment Foundation', a sustainable Swiss real estate investment foundation, is open to employee pension funds domiciled in Switzerland. The ‘Nachhaltiges Suburbanes Wohnen Schweiz’ investment group mainly invests in sustainable and almost new-condition residential properties as well as impact assets and development projects in suburban, high-growth locations with good connections to economic centers. Strict sustainability standards make a positive contribution to its carbon footprint, while the hand-picked locations offer attractive potential returns. The long-term investment objective is to preserve the fund’s value and distribute constant income. Security number 124 722 950; ISIN CH1247229508
The Helvetica Life Investment Foundation provides Swiss employee pension funds with sustainable and future-oriented residential real estate investments shaped by clear ESG priorities. In particular, the Investment Foundation invests in almost new-condition and energy-efficient residential properties (GEAK A–C) as well as in impact assets and development projects in high-growth suburban locations. The investment horizon is geared towards the long term: the focus is on stable earnings, the preservation of asset value and a positive contribution to the investors’ carbon footprint.
Disclaimer
This document does not constitute a prospectus or a comparable document within the meaning of the Swiss Financial Services Act (FinSA) or the Ordinance on Investment Foundations (ASV). In particular, it does not represent advertising, an offer or an invitation or recommendation to purchase or sell securities of the Investment Foundation. The details contained herein are for general information purposes only and for usage by the recipient. This document may contain forward-looking statements. Such statements are subject to known and unknown risks, uncertainties and assumptions, which is why actual developments may differ materially. The Investment Foundation makes no warranty as to the document’s content or completeness and accepts no liability for any losses resulting from the use of this information. Historical performance is not an indicator of current or future performance. The applicable prospectus and the Articles of Association and regulations of the Investment Foundation and the ‘Nachhaltiges Suburbanes Wohnen Schweiz’ investment group, as well as any other legally binding documents, shall be authoritative for the subscription of units. This document may not be reproduced in whole or in part without the written consent of the Helvetica Life Investment Foundation. Permitted investors are pension funds and other tax-exempt institutions domiciled in Switzerland whose purpose relates to occupational pensions, along with persons who manage the collective investments of tax-exempt institutions domiciled in Switzerland, are supervised by the Swiss Financial Market Supervisory Authority (FINMA) and exclusively invest funds with the Helvetica Life Investment Foundation for these institutions. This document is expressly not intended for persons whose nationality or place of residence prohibits access to such information under applicable law. Neither this document nor any copies thereof may be sent to or taken to the United States or delivered within the United States or to any US person (as defined in Regulation S of the US Securities Act of 1933, as amended). The prospectus, Articles of Association, regulations and investment guidelines, as well as the latest annual report and factsheets, can be obtained free of charge from the Investment Foundation and are available on the website Helvetica.com.
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