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sur Helvetica Property (isin : CH0434725054)

Helvetica Swiss Commercial Fund Optimizes Portfolio

On 5 December 2024, Helvetica Swiss Commercial Fund announced strategic measures to strengthen its financial position. In November, the fund sold real estate for CHF 133 million. This sale, coupled with a reduction in management fees to 0.55% from January 2025, is intended to improve long-term profitability.

Despite a price decrease of around 5%, sales mainly concern buildings requiring renovation, thus reducing CAPEX requirements by CHF 30 million. The fund plans to maintain a stable distribution of CHF 5.35 per unit in 2024. With a portfolio of 26 buildings worth CHF 563 million, the fund is considering further acquisitions in the first half of 2025.

The planned merger with the Helvetica Swiss Opportunity Fund will further strengthen the fund for a diversified and sustainable future.

R. E.

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