News on the Swiss Life Investment Foundation, in particular amendments to legal documents and information on openings in individual investment groups
16 February 2024
22st General Meeting of Investors of the Swiss Life Investment Foundation on 12 March 2024
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31 January 2024
Amendments to the investment guidelines and prospectus «Mortgages Switzerland ESG»
29 December 2023
Amendments to investment guidelines
23 November 2023
Swiss Life Investment Foundation: opening of the “Real Estate Switzerland Retirement and
Healthcare ESG” investment group
- Opening completed for the “Real Estate Switzerland Retirement and Healthcare ESG” investment group.
- Solid demand for investment opportunities in the “retirement and healthcare” sector led to inflows of CHF 76.6 million during the opening.
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2 October 2023
Swiss Life Investment Foundation: opening of the “Real Estate Switzerland Retirement and
Healthcare ESG” investment group
- Opening of the “Real Estate Switzerland Retirement and Healthcare ESG” investment group in the amount of up to approximately CHF 100 million.
- An attractive investment opportunity for Swiss employee benefits institutions in an NAV-based real estate investment group with high-quality Swiss real estate with a market value of around CHF 500 million.
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25 septembr 2023
Amendments to investment guidelines, prospectuses and conditions as of 30 September 2023
Infrastructure Global ESG (CHF hedged) / (EUR) investment groups: subscription is now possible at any time with semi-annual closings
The Swiss Life Investment Foundation will amend the investment guidelines, prospectuses and conditions
for various investment groups as of 30 September 2023. The amendments were agreed at the meeting of the Board of Trustees on 14 September 2023.
We would also like to inform you that it is now possible to subscribe to the two investment groups Infrastructure Global ESG (CHF hedged) and Infrastructure Global ESG (EUR) at any time with semi-annual closings.
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- Miscellaneous adjustments - summary
- Fee and Cost Regulations (Amendments as at 01.10.2023)
- Investment guidelines (Amendments as at 30.09.2023)
- Prospectus «Real Estate Switzerland ESG» (Amendments as at 30.09.2023)
- Prospectus «Real Estate Switzerland Retirement and Healthcare ESG» (Amendments as at 30.09.2023)
- Prospectus «Commercial Real Estate Switzerland ESG» (Amendments as at 30.09.2023)
- Prospectus «Real Estate Europe Industry and Logistics ESG (CHF)» (Amendments as at 30.09.2023)
- Prospectus «Real Estate Europe Industry and Logistics ESG (EUR)» (Amendments as at 30.09.2023)
- Flyer: Infrastructure Global ESG
- Prospectus «Infrastructure Global ESG (CHF hedged)» (Amendments as at 30.09.2023)
- Capital commitments contract (including subscription form) Infrastructure Global ESG (CHF hedged)
- Prospectus «Infrastructure Global ESG (EUR)» (Amendments as at 30.09.2023)
- Capital commitments contract (including subscription form) Infrastructure Global ESG (EUR)
22 March 2023
Swiss Life Investment Foundation: opening of the “Real Estate Switzerland ESG” investment
group
• Successful completion of the opening of the “Real Estate Switzerland ESG” investment group in a challenging market environment.
• Strong demand for high-quality Swiss real estate led to a significant oversubscription during the opening of CHF 350 million.
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17 March 2023
21st General Meeting of Investors of the Swiss Life Investment Foundation on 17 March
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11 January 2023
Planned opening of the "Real Estate Switzerland ESG" investment group
The Swiss Life Investment Foundation is planning an opening of the "Real Estate Switzerland ESG" investment group financed by entitlements issued in spring 2023 to the tune of up to around CHF 350 m.
The subscription period runs from 1 February to 15 March 2023. The entitlements will be issued on
5 April 2023.
The webcast will be held in German on Tuesday, 31 January 2023, from 10 a.m. to 10:45 a.m., and in French on the same day, from 2 p.m. to 2:45 p.m. Register now by e-mail with the subject line "Real Estate Switzerland ESG" at anlagestiftung@swisslife-am.com. We look forward to receiving your registration.