Zurich Investment Foundation Real Estate Global

Wolkenkratzer

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.

From here to there Quality is no coincidence Always in the best location
90%
market coverage
4
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
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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

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)   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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You have not yet found what you are looking for?

We would be glad to assist you.
Markus Binder
Markus Binder, lic. iur
Head of Institutional Customers
Hans Baumann
Hans Baumann
Customer Advisor Institutional Customers
Oana Ardelean
Oana Ardelean
Customer Advisor Institutional Customers
Peter Bezak
Peter Bezak, MSc MAS
Economist and Investment Expert
Marcel Wüthrich
Marcel Wüthrich
Customer Advisor Institutional Customers
Thomas Sonderegger
Thomas Sonderegger
Customer Advisor Institutional Customers

Address

  • Zurich Invest Ltd
    P.O. Box
    8085 Zurich