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Helvetia (CH) Swiss Property Fund Achieves Strong Results for 2025
In 2025, Helvetia (CH) Swiss Property Fund reported a robust financial performance with a total income of CHF 49.62 million. This financial strength is derived from solid net income and favorable changes in property portfolio market values, resulting in an investment yield of 5.15%.
A key focus this year was a successful capital increase of around CHF 166 million, leading to the acquisition of seven properties valued at CHF 252 million. The overall property portfolio is now valued at CHF 1,319 million, offering investors diversified assets.
The fund’s participation in the Global Real Estate Sustainability Benchmark (GRESB) earned it a five-star rating. The net income grew by over 17% year-on-year, and rental income increased to CHF 47.40 million.
Looking ahead, a targeted real estate portfolio expansion is planned for 2026, with a capital increase at the end of March 2026. The fund plans to reduce management fees to 0.55% by April 2026.
R. E.
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