You are using an outdated browser. There may be optical and technical problems.
OK, CLOSE
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.
Art. 10 (3) of the Swiss Federal Act on Collective Investment Schemes (CISA) defines qualified investors as:
Details of the eligible investor base can be found in the relevant product descriptions. These can be requested from anlageloesungen@axa.ch.
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.
The above-mentioned liability is also excluded if AXA knew or must have known of the possibility of such damage, losses, expenses, costs, demands, or claims.
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.
Legal notice on the terms of use of AXA.ch: www.axa.ch/en/information/terms-of-use.html
Are you not a qualified investor?
I would like to return to the overview of investment products
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).
Source: AXA Insurance Ltd and Bloomberg, January 1, 2016 – December 31, 2022, illustrative representation. The historical stability of an investment’s value provides no guarantee of its future performance.
AXA invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics:
Source: AXA Vorsorge Fonds Immobilien Schweiz, as at December 31, 2022
We use cookies and analysis tools to improve your user experience, to personalize advertising by AXA and our advertising partner companies, and to provide social media functions. Unfortunately you cannot change your cookie settings via our Cookie Preference Center if you use Internet Explorer 11. If you would like to change your settings, please use an up-to-date browser. By using our website with this browser, you consent to the use of cookies.
