Helvetia Asset Management SA announces a capital increase

Helvetia Asset Management SA plans a CHF 128 million capital increase for its Helvetia (CH) Swiss Property Fund. This transaction, scheduled for March 2026, aims to finance the acquisition of a real estate portfolio valued at CHF 108 million. The portfolio comprises three high-quality residential buildings and one commercial building, located in three cantons, offering stable returns.

FINMA has approved this transaction. Zürcher Kantonalbank will act as Lead Manager. The detailed terms will be disclosed in March 2026. The fund, launched in 2020 and scheduled to be listed on the SIX Swiss Exchange in 2024, aims to complement its portfolio, primarily residential, which is valued at CHF 1.319 billion as of September 30, 2025.