Real Estate Global | Zurich Invest Ltd

Zurich Investment Foundation Real Estate Global

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.

Find your sweet spots now

From here to there Quality is no coincidence Always in the best location

90%

market coverage

sectors

>80%

core real estate

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
Broad diversification (39 properties by the end of 2020)

Selected properties

Industrial property in Charlotte, NC, USA

Cuserpark property in Amsterdam, Netherlands

Real estate on Elsenheimerstrasse in Munich

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)		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		1,5%, (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

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