Opening of the “Real Estate Switzerland ESG” investment group of up to around CHF 450 million

Opening of the “Real Estate Switzerland ESG” investment group

The Swiss Life Investment Foundation is planning to open the “Real Estate Switzerland ESG” investment group. Entitlements of up to around CHF 450 million will be issued as part of this opening. The new capital will be used to acquire a first-class real estate portfolio. The properties are being acquired from Swiss Life Ltd and consist primarily of residential properties in well-connected suburbs. The subscription period will run from 6 May 2025 to 13 June 2025. The entitlements will be issued on 3 July 2025.

Following the two successful openings of the “Real Estate Switzerland Retirement and Healthcare ESG” investment group in January and March, investors now also have the opportunity to invest in the “Real Estate Switzerland ESG” investment group that focuses on residential properties of various sizes and years of construction and is broadly diversified geographically. It aims to achieve earnings stability and sustainable growth through targeted investments.

The investment group was launched on 30 November 2009 and has performed successfully since then. With a market value of over CHF 4.9 billion, it is one of the major investment vehicles in the Swiss real estate market. Since its launch, the investment group has posted an impressivenet performance of 5.29% per year (as at 31 March 2025).

Stephan Thaler, Managing Director of the Swiss Life Investment Foundation: “We are delighted with the successful performance of this 15-year-old investment group, from which around 500 investors currently benefit. This underlines the attractiveness of the investment group and the confidence in the expertise of Swiss Life Asset Managers.”

Responsible investment

Since 2018, Swiss Life Asset Managers has been a signatory to the UN Principles for Responsible Investment (UN PRI). Environmental, social and governance (ESG) factors are systematically integrated into the investment and risk management processes at Swiss Life Asset Managers. In the real estate investment business, appropriate criteria are taken into account in both acquisition and management. The investment group has also participated in the annual GRESB (Global Real Estate Sustainability Benchmark) since 2018. Thanks to its continuous optimisation process, the “Real Estate Switzerland ESG” investment group scored 88 points out of 100 in the overall assessment in 2024 and was awarded the maximum of five stars.