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The information provided on the following pages is intended exclusively for qualified investors as defined by the investment solution in question.

To continue, you must confirm that you are a qualified investor with your registered office in Switzerland.

 

  • 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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    The information provided and the content of the information available on this website have been prepared by AXA Insurance Ltd and/or with its affiliates (hereinafter referred to as “AXA”) with the greatest care and to the best of its knowledge and judgment. AXA provides no guarantee with respect to its content or completeness and rejects any liability for losses arising out of and in connection with the use of this information. This information is aimed exclusively at professional customers and qualified investors with their place of residence or registered office in Switzerland and is expressly not intended for persons who belong to a state or live or have their registered office in a state where the approval or sale of such financial products is prohibited or restricted. The circulation must be restricted accordingly. Financial products are not risk-free investments. Performance or returns achieved in the past offer no guarantee and are not indicative of future performance or returns from financial products. Any performance data provided take no account of the commissions and costs incurred when purchasing and redeeming units. The value of and the return on financial products can rise and fall and is not guaranteed. A total loss is also possible. Exchange rate fluctuations may also influence the value of financial products. AXA processes all the data available to it with the utmost care. Calculations are carried out using standard and adequate methods. AXA expressly dissociates itself from contradictory information. The information shown, including opinions and forward-looking statements, is based on the level of knowledge and the assessment at the time of its creation and can be changed at any time without prior notice. AXA assumes no liability or warranty as to the accuracy and completeness of the information provided. To the extent permissible by law, AXA does not assume any liability for any kind of damage, losses, expenses, costs, demands, or claims in connection with the content of this website. 

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    Any investments in a product should only be made after a thorough review of the current prospectus. The investment funds mentioned on this website may only be acquired on the basis of the current sales prospectus and latest annual report (or semi-annal report, if this is more recent). The prospectus, simplified prospectus, and/or key information for investors (KIID), management regulations and/or articles of incorporation as well as the annual and semi-annual reports can be obtained free of charge from AXA. Any offer, advertising, or sale must be made in strict compliance with Swiss laws. The documents available here may not be reproduced or redistributed without the written consent of AXA. 

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Real estate funds for institutional investors AXA Vorsorge Fonds Immobilien Schweiz

Stable cash inflows
Unlisted real estate fund
Additional diversification
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Key points at a glance
  • Quality and value: The AXA Vorsorge Fonds Immobilien Schweiz invests in high-quality real estate with a focus on residential property.
  • Stable performance: The unlisted fund valued at NAV aims to deliver performance and distributions that are both stable and continuous.
  • Experience that pays: Our experienced and skilled real estate experts manage more than 700 properties with a volume of over CHF 15 billion.

Attractive investment opportunities with real estate funds

The persisting phase of low interest rates is pushing institutional investors to look for investment alternatives. Real estate funds are therefore playing an increasingly important part in pension funds’ asset investments. For example, there has been a recent shift in the weightings of pension funds’ portfolios away from bonds and toward real estate. That said, real estate too exhibits major qualitative differences which investors need to take into account. This is because the yield a property generates is determined by a range of criteria, such as location, type of use, and vacancy rate. A fundamentally sound property selection process is needed if real estate is to at least partially compensate for pension funds’ lack of cash inflows.

In the past, listed real estate funds were sometimes affected by increased market volatility, leading to undesirable fluctuations in value in the context of the portfolio as a whole. To avoid this, it makes sense to implement the majority of the real estate allocation in the form of unlisted real estate investments. These unlisted real estate investments in particular should continue to have a value-stabilizing effect on the portfolio as a whole in the future (see chart).

Unlisted real estate funds offer stability in value

Source: AXA Insurance Ltd and Bloomberg, January 1, 2016 – February 28, 2022, illustrative representation. The historical stability of an investment’s value provides no guarantee of its future performance.

AXA Vorsorge Fonds Immobilien Schweiz

AXA invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics:

  • High proportion of residential properties
  • Broad diversification of properties and locations, with the aim of achieving stable earnings over the long term
  • Broad diversification across attractive business and residential regions of Switzerland
  • High-growth business regions
  • Low vacancy rates
  • Central locations within municipalities
Breakdown by use

Source: AXA Vorsorge Fonds Immobilien Schweiz, as at June 30, 2022

What sets us apart as real estate experts

  • AXA Switzerland and AXA Investment Managers are experienced and skilled real estate experts
  • More than 700 properties with a volume of over CHF 15 billion throughout Switzerland
  • Leading position Europe-wide in the field of real estate investments
  • AXA's pension fund also invests in AXA Vorsorge Fonds Immobilien Schweiz

Frequently asked questions

  • What are the opportunities and risks of investments in unlisted mortgage real estate funds?

    Opportunities

    • Stable cash inflows
    • Should continue to help stabilize the value of the portfolio as a whole in the future
    • Additional diversification
    • Easy access to indirect, diversified investments in real estate
    • Property valuation at net asset value (no premium)

    Risks

    • 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
    • Changes in the interest rate environment can have a strong impact on the performance of real estate investments

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