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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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Real estate funds for institutional investors AXA Real Estate Fund Switzerland

Stable cash inflows
Broadly diversified fund with "Residential" focus
Largest real estate fund by NAV
Key points at a glance
  • Quality and value: AXA Real Estate Fund Switzerland invests in high-quality Swiss residential and commercial properties as well as mixed-use properties. The focus is on the residential sector with a 60% proportion.
  • Stable performance: the unlisted NAV-valued fund 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 750 properties with a volume of over CHF 18 billion.

Attractive investment opportunities with real estate funds

Investments in centrally located Swiss real estate have paid off and are a top priority for Swiss pension funds. In an average Swiss pension fund portfolio, the proportion of Swiss real estate has now increased to a sizable 24% (source: Swisscanto PF Study 2022). That said, real estate 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.

To stabilize the portfolio and reduce fluctuations, it can be beneficial to fulfill the majority of the real estate quota through unlisted property investments. Based on experience, unlisted property investments should also help stabilize the value of the portfolio as a whole in future.

What makes the AXA Real Estate Fund Switzerland stand out?

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

  • Portfolio comprising core real estate: focus on the residential sector and prime commercial properties in attractive locations (see chart)
  • High 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)
  • Sustainable goal: climate neutrality (net zero carbon emissions) of the portfolio by latest 2050 in terms of heating and utilities
  • High confidence level: AXA's pension fund also invests in the AXA Real Estate Fund Switzerland
Breakdown by use, breakdown by region and energy mix

Source: AXA, calculated values based on the value of the underlying merged real estate fund, as of December 31, 2023

  • Teaser Image
    Investing in sustainable real estate

    We invest in real estate in Switzerland, following a sound sustainability strategy and already meeting our clearly defined ESG targets.

    To our sustainable real estate

What sets us apart as real estate experts

  • AXA Switzerland and AXA Investment Managers are experienced and skilled real estate experts
  • As an investment manager, AXA Investment Managers manages more than 750 properties in Switzerland with a volume of over CHF 18 billion (as at 31 December 2023)
  • AXA Investment Managers is the largest real estate asset manager in Europe by managing assets of EUR 84 billion (as at 31 December 2023)

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