Helvetia Swiss Property Fund €135m capital increase

Helvetia Asset Management intends to raise approximately CHF 128 mln (€134.7 mln) in a capital increase for its Helvetia (CH) Swiss Property Fund in March 2026.

Helvetia residential

The primary goal of this capital raise is to acquire a real estate portfolio valued at about CHF 108 mln (€113.7 mln), alongside other selective property purchases.
The target portfolio, which has received FINMA approval for the transaction, will be acquired from Helvetia Swiss Life Insurance Company. It comprises three residential properties and one commercial property located across three cantons. These properties feature a "core/core-plus" profile, known for their high quality and desirable locations, which complement the fund's existing portfolio and are expected to provide stable income and value.
Further details regarding the specific terms of the capital increase will be released in early March 2026. Zürcher Kantonalbank will be the lead manager for this transaction.
The Helvetia (CH) Swiss Property Fund focuses on direct investments in premium Swiss properties. Its strategy primarily targets residential properties in large cities, medium-sized towns, and their surrounding areas, making up approximately 80% of its portfolio, with the remainder in mixed-use and commercial properties.
As of 30 September 2025, it held 49 diverse properties, valued at CHF 1.32 bn (€1.39 bn), a figure projected to surpass CHF 1.4 bn (€1.47 bn) after the planned capital increase.