Special conditions for startup capital providers until May 31, 2019

Zurich Investment Foundation Real Estate Global

Zurich Investment Foundation Real Estate Global

Finding sweet spots worldwide

Invest successfully in regions with economic growth and an urban character – we seek out the best sweet spots for you throughout the world. Always focusing on generating returns with rental income and capital appreciation.

90%
market coverage
4
sectors
80%
core real estate
From here to there Quality is no coincidence Always in the best location

Benefits for investors

  • Attractive returns and appropriate diversification
  • Focus on rental income and capital appreciation
  • Tax-optimized investment vehicle exclusively for Swiss pension funds
  • Investment committee with extensive experience
  • Focused strategy and disciplined approach
  • Specialized portfolio management with a proven track record
Fewer details
More details

Innovative and reliable

  • Tax-optimized and tax-efficient
  • Tax-shielded investment income
  • Access to the ried-and-tested structure of Zurich Investment Foundation

Local expertise – international know-how

  • Broad and sophisticated analysis process
  • Experienced partners with a proven track record:
    • Zurich Alternative Asset Management (USA) Ltd.
    • Schroder Investment Management (Switzerland) AG
  • Cooperation with local real estate specialists

Sustainability

  • Global and local market conditions
  • Holistic risk analysis
  • ESG factors taken into account
  • Aim is to acquire certified properties

Portfolio construction

  • Attractive regions with urban character
  • Specific risk analysis for the individual markets
  • Focus on rental income and capital appreciation

Some examples of transactions

Product data

Name    Zurich Investment Foundation Real Estate USA
Investment group   Real estate (as per Art. 53 (1) c, BVV 2
Structure   Direct, 100% ownership, Zurich investment group, OAK-regulated
Risk profile   Min. 80% Core
ISIN / security number   CH0448058815 / 44 805 881 
Invoice currency   Swiss francs (CHF)
Currency risks   Not hedged
Management Fee (GAV)   Special conditions for startup capital providers until May 31, 2019, then 0.7-0.8% p.a. (indicative)
The price for the Real Estate Global investment group is made up of the prices of the underlying products. The price may vary depending on the allocation.
Front-end load   0.0% for initial investors, then 2.0%, (max. 5.0% according prospectus)
Signing authority   Occupational pension plan institutes
Minimum amount   CHF 1 million
Accounting year   January 1 to December 31
Income distribution   Annual (foundation council decision after 5 years)
Asset management   Zurich Alternative Asset Management LLC
Schroder Investment Management (Switzerland) AG
Custody bank    State Street Bank International GmbH, Munich, Zurich branch

More information

Would you like more information? We would be glad to assist you.
Markus Binder, lic. iur
Head of Institutional Customers
Hans Baumann
Customer Advisor Institutional Customers
Oana Ardelean
Customer Advisor Institutional Customers
Peter Bezak, MSc MAS
RFP Content Writer & Consultant Relations, Institutional Customers
Marcel Wüthrich
Customer Advisor Institutional Customers
Thomas Sonderegger
Customer Advisor Institutional Customers

Address

  • Zurich Invest Ltd
    P.O. Box
    8085 Zurich

Knowledge

Investing Worldwide

Investment opportunities in Switzerland are limited, due to market size. Pension funds should thus look more to international real estate to invest. The “Zurich Investment Foundation Real Estate Global” investment group provides an avenue for pension funds to invest in global real estate markets with broad diversification.

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Domicile or seat in Switzerland

a) Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes.


b) Regulated insurance institutions.


c) Public entities and retirement benefits institutions with professional treasury operations.


d) Companies with professional treasury operations.

The requirement of professional treasury operations is met if the investor entrusted at least one qualified and experienced person in the financial sector with managing its financial resources on a permanent basis.