Helvetia Holding AG / CH0466642201

Media release
Basel, 9 October 2025
 

Three Helvetia real estate investment vehicles once again took part in the Global Real Estate Sustainability Benchmark (GRESB) in 2025, with all of them achieving excellent ratings. Two received the highest rating of 5 stars, and one was given 4 stars. All three investment vehicles were once again awarded a Green Star.

The Helvetia (CH) Swiss Property Fund listed real estate fund of Helvetia Asset Management Ltd and the Romandie Real Estate real estate investment group of Helvetia Investment Foundation each scored 90 out of a possible 100 points in this year’s GRESB sustainability benchmark analysis. This saw them placed in the top quintile in the global field and garnered them the highest rating of 5 stars. Helvetia Investment Foundation’s Swiss Real Estate real estate investment group achieved a 4-star rating, with 89 out of a possible 100 points. The three participating real estate investment vehicles have total assets under management of around CHF 3.4 billion.   The improvement in the ratings is partly attributable to progress in the areas of building certification and energy management. This was achieved thanks to improved processes for the systematic recording and evaluation of sustainability figures in the real estate portfolio, which have made a key contribution to identifying and implementing effective measures.  

Vehicle	Score1	Rating2	Award3
Helvetia Investment Foundation – Swiss Real Estate	89 points	????	Green Star
Helvetia Investment Foundation – Romandie Real Estate	90 points	?????	Green Star
Helvetia (CH) Swiss Property Fund	90 points	?????	Green Star

  Helvetia received 5 stars with two vehicles and 4 stars with one vehicle “The outstanding GRESB results achieved by the three real estate investment vehicles in 2025 are confirmation of our sustainable investment strategy, in which real estate plays a key role. A responsible approach to future-proof, value-oriented investments is a major strategic concern for us,” says André Keller, Group Chief Investment Officer at Helvetia.   Net-zero target in the investment business by 2050 The outstanding GRESB results are the culmination of Helvetia’s targeted, effective measures to ensure sustainability in its real estate portfolios. Climate protection is a central component of Helvetia’s sustainability strategy, and real estate plays a key role in this, offering significant potential for decarbonisation. With the goal of achieving net-zero emissions in its investment portfolios by 2050, Helvetia is making an active contribution to the implementation of the Paris Climate Agreement and the creation of a future-proof investment landscape.   About GRESB GRESB is an independent organisation that compiles the leading global sustainability benchmark for the real estate industry each year. In 2025, more than2,300 real estate investment vehicles worldwide took part. GRESB provides investors with transparent, standardised ESG benchmark results and sustainability best practices for real estate and infrastructure companies, funds and assets.     Further information is available at the following links: Helvetia Investment Foundation Helvetia Asset Management Ltd Sustainability at the Helvetia Group Responsible investment at Helvetia GRESB   1 The GRESB score is a value from 0 to a maximum of 100 and consists of the weighting of different sustainability categories. 2 The GRESB rating is based on the GRESB score and its quintile position compared with all participants in the annual GRESB rating. 5 stars = top quintile in the global field; 1 star = lowest quintile in global field. 3 GRESB grants real estate vehicles a Green Star if they achieve a score of more than 50% of the points in the management and performance categories.

About the Helvetia Investment Foundation
Established in 1993, the Helvetia Investment Foundation is a foundation under Swiss law as defined in Art. 53g LOB and Art. 80 et seq. of the Swiss Civil Code, and is overseen by the Occupational Pension Supervisory Commission OPSC. Its purpose is the collective investment and management of the pension assets entrusted to it by investors. To this end, it offers investment groups focusing on real estate, mortgages, mixed funds and securities. Its investors comprise employee benefits institutions domiciled in Switzerland whose purpose is the provision of occupational benefits. About Helvetia Asset Management Ltd
Helvetia Asset Management Ltd is regulated by the Swiss Financial Market Supervisory Authority FINMA and provides fund management and asset management services. It offers collective investment schemes and is an independent fund management company operating in the interests of its investors. The company also provides investment advice and performs asset management, client representation and transaction management for employee benefit institutions, namely for real estate portfolios. Helvetia Asset Management Ltd has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding Ltd, St. Gallen, Switzerland. 

Disclaimer 
The details and descriptions provided in this media release concerning the Helvetia Investment Foundation’s investment groups mentioned do not constitute an offer or solicitation to purchase or sell certain financial instruments, nor are they to be understood as investment advice. They are for information purposes only. No responsibility is accepted for any acts or omissions made on the basis of the information contained in this media release. Compliance with statutory provisions is also the recipient’s own individual responsibility. The recipient should also be aware that the ratings given in the media release may change in future. The Helvetia (CH) Swiss Property Fund mentioned in this media release is a contractual investment fund under Swiss law of the type “real estate fund” and is aimed at investors resident in Switzerland. This real estate fund is distributed exclusively in Switzerland, and the units of the real estate fund may only be offered in Switzerland. The real estate fund is not available to US persons. Neither this media release nor any copy thereof may be sent, taken into or distributed in the USA or to persons who are deemed to be US persons (among other things pursuant to Regulation S of the US Securities Act and the US Income Tax Law). This media release may not be reproduced, either in full or in part, without the written permission of Helvetia Asset Management Ltd. The information on the real estate fund is intended exclusively for advertising purposes and does not constitute legal, tax or financial advice, nor is it an offer or a recommendation to buy or sell investment instruments or other financial services or a solicitation or invitation to submit an offer. Historical performance is not an indicator of current or future performance. Performance data do not include the commission and costs incurred on the issue and redemption of units. The main risks of real estate investments include limited liquidity in the real estate market, changes in mortgage interest rates, the subjective valuation of real estate, inherent risks in connection with the construction of buildings and environmental risks.  All information in this media release has been prepared with the greatest of care and in good faith. The fund management company does not accept liability for any losses arising from the use of this information. The sole binding basis for the purchase of or subscription to fund units is the prospectus with the integrated fund agreement, the Key Information Document and the latest annual and semi-annual report. These documents can be obtained free of charge from the fund management company, Helvetia Asset Management Ltd, St. Alban-Anlage 26, 4002 Basel, Switzerland, or the custodian bank, Zürcher Kantonalbank, Bahnhofstrasse 9, 8001 Zurich, Switzerland. This media release is published in several languages. Should there be any inconsistencies between the German version and a version in another language, the German version shall prevail.