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Stable returns with real estate investment group
The fund invests in real estate assets throughout German-speaking Switzerland, while adhering to the principle of balanced risk distribution. The opportunities and risks of the Swiss real estate market are covered in their entirety by means of broad diversification. Preference is given to locations in cities, agglomerations and prosperous municipalities, or transport hubs with public transport facilities. The fund invests primarily in residential properties.
Product information
Real estate investment group makes focused investments via the avenirplus foundation in residential properties in Switzerland’s Mittelland region. Around two third of its assets are held in commercial properties. Active portfolio management ensures constant yield optimisation, reaching more than 25% since its launch at the end of 2016.
Real Estate Investment Group
| Investmetn group asset (in m) | CHF 205 |
| Number of properties | 27 |
| Launch date | 01.11.2016 |
| ISIN | CH0371634939 |
| End of the fiscal year | Calendar year |
| Appropriation of earnings | accumulating |
| Management Fee | 0.4% |
| NAV Publication | monthly |
| Investment manager | Investas AG, Bern |
| TER ISA (GAV) | 0.88% |
| TER ISA (NAV) | 1.26% |
| Annualised volatility | 0.93% |
| Proportion vacant | 5.6% |
| Third-party financing ratio | 29.0% |
Use
| residential | |
| commercial | |
| mixed |
Location
| Bern | |
| Mittelland (SO/AG) | |
| other |
“Being anchored in Switzerland’s Mittelland guarantees the high quality of our properties.”
Christian Falasca, Portfolio Manager, avenirplus Immobilien
Real Estate Investment Group performance 2021
The Real Estate Investment Group shows performance for 2021 that is approximately on a par with the KGAST benchmark for mixed real estate. Source: KGAST, avenirplus investment foundation
Success in the Mittelland region since 1998
The avenirplus investment foundation offers sustainable, collective forms of investment for Swiss pension funds, independent of banks and insurance companies. It currently manages CHF 700 million, and boasts an outstanding network in Switzerland’s Mittelland region as part of the v.Fischer Investas Group, founded in 1873.
Six good reasons for your investment
Yield advantages
Real Estate Investment Group offers an attractive risk-return profile.
Sustainability
Reduction of the carbon footprint through extensive refurbishment and development of existing buildings.
Low volatility
Fluctuations in value are exceptionally low, particularly in a volatile environment.
Focus Bern
The majority of the properties are located in the Mittelland area, especially in the region around the capital city.
Diversification
Properties offer the opportunity for qualitative diversification.
Network
The properties are selected by specialists established in the region.
Legal disclaimer
Important legal information: Please note that telephone calls are recorded and whenever you call us we shall assume that we have your consent to this.
This does not constitute advice, an offer or an invitation to buy or sell financial products. It is for informational purposes only. Investments should only be made after thorough reading of the relevant documents. The statutes, the foundation regulations, the fee & cost regulations, the prospectus, the investment and financing guidelines as well as the corresponding fact sheet of the Steiner Investment Foundation are available from the Steiner Investment Foundation. This website does not contain any binding information and the only legally binding documentation is the prospectus.
Picard Angst AG assumes no liability for any losses. Past performance is not an indicator of current or future performance. The value and yield development does not take into account any costs and fees that may be incurred.
All statements are subject to change without notice. The statements may deviate from estimates made in other documents published by Picard Angst AG. Picard Angst does not guarantee the accuracy, completeness and timeliness of the published information and opinions.