Helvetia Swiss Property Fund Reports Strong 2024 Results

Helvetia (CH) Swiss Property Fund recorded a successful financial year in 2024 with total income reaching CHF 24.2 million. This translates to an investment yield of 3.01%. The fund, recognized for its solid net income, saw notable growth in its property portfolio value, enhancing its status in real estate investments.

The fund's residential focus played a crucial role, representing 79% of target rental income. The rental income increased to CHF 42.6 million, while the rent default rate dropped to 2.06% from 2.48% the previous year. Listing on SIX Swiss Exchange also improved liquidity for investors.

Despite incurring higher financing expenses, the net asset value per unit slightly increased, and the fund kept the dividend yield attractive at 2.49%. The Swiss National Bank's interest rate cuts have positively affected indirect real estate sentiment, though the fund's performance at 9.14% was below the benchmark's 15.32%.

Looking ahead, Helvetia plans to expand its portfolio, with a capital increase slated for the first half of 2025, aiming to acquire quality residential properties.