Swiss Real Estate Investment Funds – List 2015

Investors looking for a bargain in the Swiss Real Estate market will have trouble finding value. Currently the premium paid is close to 20% (the long term average is 7%). The agios for real estate funds have reached new absoulte highs of over 35%. That’s more than double the historic agio of 16%.

Only when compared, this is the key, to the zero yield government bonds or cash markets are they attractive, even now. However if interest rates don’t go even lower or there’s a strong economic upturn, further price increases for exchange traded Swiss Real Estate funds will be hard to justify.

If you’re interested in investing in the Swiss property market, the following funds are available to investors seeking exposure to Swiss Real Estate via listed equities.

# Swiss Real Estate Investment Funds
1 Bonhote – Immobilier
2 Credit Suisse Real Estate Fund Green Property
3 Credit Suisse Real Estate Fund Hospitality
4 Credit Suisse Real Estate Fund Interswiss
5 Credit Suisse Real Estate Fund LivingPlus
6 Credit Suisse Real Estate Fund LivingPlus Anrecht
7 Credit Suisse Real Estate Fund PropertyPlus
8 Credit Suisse Real Estate Fund Siat
9 Edmond de Rothschild Real Estate SICAV Class -A-
10 Edmond de Rothschild Real Estate SICAV Class -A- CHF
11 Fond Immobilier Romand FIR
12 Immo Helvetic
13 Immo Helvetic Anrecht
14 Immofonds Schweizerischer Immobilien-Anlagenfonds
15 Immofonds Schweizerischer Immobilien-Anlagenfonds Anrecht
16 La Foncière Fonds Suisse de Placements Immobiliers
17 Patrimonium Swiss Real Estate Fund
18 Procimmo Swiss Commercial Fund
19 Procimmo Swiss Commercial Fund Anrecht
20 Residentia Fund
21 Schroder ImmoPlus
22 Solvalor 61 Fonds de placement Immobilier
23 Solvalor 61 Fonds de placement Immobilier Anrecht
24 Swisscanto (CH) Real Estate Fund IFCA
25 Swissinvest Real Estate Investment Fund
26 Swissinvest Real Estate Investment Fund Anrecht
27 UBS (CH) Property Fund – Direct Residential
28 UBS (CH) Property Fund – Leman Residential „Foncipars“
29 UBS (CH) Property Fund – Swiss Commercial „Swissreal“ Anrecht
30 UBS (CH) Property Fund – Swiss Commercial „Swissreal“
31 UBS (CH) Property Fund – Swiss Mixed „Sima“
32 UBS (CH) Property Fund – Swiss Residential „Anfos“
33 UBS (CH) Property Fund – Swiss Residential „Anfos“ Anrecht

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