Member of KGAST
Member of KGAST

Stable yields with Swiss Residential Real Estate

Swiss pension funds have been particularly hard hit by the impact of the low interest-rate policy pursued at present by the national bank. Negative yields, paired with hefty turbulence, make bonds ever-less attractive in portfolios. With Swiss Residetial Real Estate from the avenirplus investment foundation, Picard Angst is now offering an attractive replacement. By financing residential real estate in Switzerland’s Mittelland, it is possible to attain clear benefits in terms of yields, at comparatively low risk levels.

Get in touch

‘Being anchored in Switzerland’s Mittelland guarantees the high quality of our properties.’

Marco Fumasoli, Head of Asset Management at avenirplus


Product information

Swiss Residential Real Estate makes focused investments via the avenirplus foundation in residential properties in Switzerland’s Mittelland region. Around a quarter 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.


Swiss Residential Real Estate

Investmetn group asset (in m) CHF 141.17
Number of properties/volume (in m) 26 / CHF 160
Launch date 01.11.2016
ISIN CH0371634939
Investment manager Investas AG, Bern
TER ISA (GAV) 0.72%
Annualised volatility 0.77%
Proportion vacant 7.6%
Third-party financing ratio 24.47%
Investment level 133.17%
Investitionsgrad 133.17%

Use

%
residential
commercial

Location

%
Mittelland
Zurich/Eastern Switzerland
other

Commercial

Marktgasse Thun

Residential

Bernstrasse Worb

Residential

Rebeweg Birr

Residential

Birkenweg Lyss

Mixed

Marktgasse Biel

Residential

Flurweg Ostermundigen

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 500 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

Swiss Residential Real Estate offers sustainable advantages in terms of yields, compared to bonds.

Low volatility

Fluctuations in value are exceptionally low, particularly in a volatile environment.

Focus on the Mittelland region

The bulk of the properties are in Switzerland’s Mittelland region.

Diversification

Properties offer the opportunity for qualitative diversification.

Network

Properties are selected by avenirplus’ regional specialists.

Safety

The high quality of the real estate investment ensures this is an ultra-safe investment.

Your contact


Andreas Staub

Senior Solution Advisor

+

Oliver König

Solution Advisor Real Estate

+


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.