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Definition of «qualified investor»
Art. 10 (3) of the Swiss Federal Act on Collective Investment Schemes (CISA) defines qualified investors as:
- financial intermediaries pursuant to the Banking Act of November 8, 1934 (BankA), the Financial Institutions Act of June 15, 2018 (FinIA), and the Collective Investment Schemes Act of June 23, 2006 (CISA);
- insurance companies pursuant to the Insurance Supervision Act of December 17, 2004 (ISA);
- central banks;
- public-law entities with professional treasury departments;
- occupational benefits institutions and institutions existing for the purpose of serving occupational benefits schemes that have professional treasury departments;
- companies with professional treasury departments;
- large companies within the meaning of Art. 4 (5) of the Financial Services Act (FinSA);
- private investment structures established for high net worth private clients that have professional treasury departments; and
- high net worth private clients within the meaning of Art. 5 (1) and (2) FinSA who declare that they wish to be considered as professional customers.
Details of the eligible investor base can be found in the relevant product descriptions. These can be requested from anlageloesungen@axa.ch.
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Invest in major real estate markets

Attractive real estate sectors

Proven investment strategies

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Key points at a glance

Global diversification: Access to major real estate markets, including North and South America, Europe, and Asia-Pacific
Broad range of real estate sectors: Investments in prime commercial, industrial, and residential properties cover the most important sectors
Indirect investment strategy: Investments in real estate vehicles that pursue core or core-plus strategies

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AXA Vorsorge Global Real Estate Fund

The global real estate fund gives investors access to a broadly diversified core portfolio of real estate investments in major markets worldwide (12 target funds/2,000 properties).

The globally diversified real estate fund includes regions such as North and South America, Europe, and Asia-Pacific. It covers the most important real estate sectors: Office, industrial and logistics, residential, and retail.

As part of an indirect investment strategy, the fund invests primarily in real estate vehicles that pursue core or core-plus strategies. Selected structures geared towards added value or opportunistic strategies are also taken into account to exploit additional opportunities.

Solid real estate portfolio with a focus on commercial and residential properties

Chart of the portfolio of the global real estate fund: Sectors, countries, and regions — Source: AXA Vorsorge Global Real Estate Fund, as of June 30, 2024

What sets the AXA Vorsorge Global Real Estate Fund apart?

The global real estate fund invests for the long term and offers a solid real estate portfolio with the following characteristics:

Portfolio comprising core properties: Focus on residential and first-class commercial properties in attractive locations (see chart)
High level of stability: Real estate investments with stable income and values as well as low vacancy rates
Highly diversified: Geographic distribution, type of use, size of property, and tenant mix (see chart)
NAV-based unit prices: Lower price fluctuations (no premium/discount)
High level of trust: AXA’s pension fund also invests in the AXA Vorsorge Global Real Estate Fund

Frequently asked questions

What does global real estate mean?
- A “global real estate” fund invests in real estate in various countries and offers broad geographical diversification.
What are the opportunities for investments in unlisted global real estate funds?
- Low correlation to other asset classes such as equities, bonds, etc.
- Access to international real estate investments, since investments in Switzerland are limited
- Stable cash inflows
- Can help stabilize the value of the portfolio as a whole in the future as well
- Additional geographical diversification
- Easy access to an indirect and diversified global real estate investment
- Property valuation at net asset value (no premium)
What are the risks of investments in unlisted global real estate funds?
- Currency risk due to country allocation
- Interest rate decisions by central banks have an impact on the valuation and performance of real estate investments
- Political uncertainty in the countries invested in
- Limited liquidity (limited tradability)
- As well as leading to upward revaluations, valuation adjustments applied to real estate can also result in devaluations and therefore in a lower net asset value