ESG Swiss Properties
- Fund
- Real Estate
- Switzerland
- ESG Product
- Single Country
Product details
NAV Price
Current
Performance
Since 1 Year
Evolution in reference currency (base value 100)
- 1 Current
- 2 Ref. Index
| Timespan | Current | Ref. Index | Diff. |
|---|---|---|---|
| 3 months | +0.33% | +2.02% | 1.69% |
| 6 months | +3.29% | +3.28% | 0.01% |
| Year to date | -1.29% | +6.15% | 7.44% |
| 1 year | -0.08% | +12.70% | 12.78% |
| 3 years | -8.18% | +32.49% | 40.67% |
| 5 years | -3.33% | +28.21% | 31.54% |
| 10 years | N/A | N/A | N/A |
| Since inception | N/A | +76.52% | N/A |
Data updated on 5 March 2025 Past performance is no indication of current or future performance. Fees and commissions incurred at fund level are included in the performance indicated. However, the performance data do not take account of the commissions and costs incurred on the subscription and redemption of units or shares.
Strategy
Investments are made in directly held properties. The main focus will be on residential properties and secondarily on commercial properties. The actively managed portfolio is highly diversified in terms of geography, tenant profile and type of use. Debt ratio: 0-30%.
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Equity
