DJ Good GRESB results for Helvetia in 2024
Helvetia Holding AG / Key word(s): Miscellaneous
Good GRESB results for Helvetia in 2024
2024-10-24 / 07:00 CET/CEST
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Media release
Basel, 24 October 2024
For the second time, three Helvetia real estate investment vehicles participated in the Global Real Estate
Sustainability Benchmark (GRESB). All three investment vehicles saw an improvement in their GRESB results compared with
the previous year and were once again awarded a Green Star. These awards underscore Helvetia's ambitions in the
responsible investment space, with a net-zero target for indirect emissions by 2050.
The Helvetia Investment Foundation's two real estate investment groups (Swiss Real Estate and Romandie Real Estate) as
well as Helvetia Asset Management Ltd's Helvetia (CH) Swiss Property Fund, which is listed, were assessed by GRESB for
the second time and increased their points in the GRESB score in 2024. The three investment vehicles, which have total
assets under management of around CHF3billion, achieved gratifying GRESB scores (81, 80 and 80 points, respectively,
out of a total of 100) in this year's GRESB sustainability benchmark analysis for real estate as well as 3 out of 5
stars in the benchmark comparison. These good results mean all three investment vehicles met the criterion for the
separate Green Star award.
Vehicle Score^1 Rating^2 Green Star^3
Helvetia Swiss Real Estate investment group 81 points *** stars Green Star award
Helvetia Romandie Real Estate investment group 80 points *** stars Green Star award
Helvetia (CH) Swiss
80 points *** stars Green Star award
Property Fund
1 The GRESB score is a value from 0 to a maximum of 100 and consists of the weighting of different sustainability categories. 2 The GRESB rating is based on the GRESB score and its quintile position compared with all participants in the annual GRESB rating. 5 stars = top quintile in the global field, 1 star = lowest quintile in the global field. 3 GRESB grants real estate vehicles a Green Star award if they achieve a score of more than 50% of the points in the management and performance categories.
In 2024, a total of 2,223 real estate investment vehicles participated in the GRESB sustainability benchmark. GRESB is an independent organization that annually compiles the leading global sustainability benchmark for the real estate industry. GRESB provides investors with independent, transparent and standardized benchmark results on ESG performance and sustainability best practices for real estate and infrastructure companies, funds and assets worldwide.
"This marks the second year we've participated in GRESB and we're pleased to have delivered improved results for our investors as well as won the Green Star award for our three real estate investment vehicles. Our participation reflects the importance of ESG factors in our investment processes and underlines our commitment to sustainability", says André Keller, Group Chief Investment Officer at Helvetia.
Net-zero target of 2050 for investments The GRESB scores are the result of a comprehensive campaign to gear the three real estate investment vehicles to sustainability. Measures to combat climate change are a central component of the Helvetia sustainability approach. At the same time, responsible investment is a strategic goal of the Helvetia Group as it seeks to meet its responsibility towards the environment. The company intends to gradually shift the investment portfolios to net-zero emissions by 2050, thus meeting the requirements of the Paris Climate Agreement.
Further information is available via the following links: . Helvetia Investment Foundation . Helvetia Asset Management Ltd . Sustainability at the Helvetia Group . GRESB
Rebecca Blum Corporate Communications Phone: +41 58 280 50 33 media.relations@helvetia.ch
About the Helvetia Investment Foundation Established in 1993, the Helvetia Investment Foundation is a foundation under Swiss law as defined in Art. 53g LOB and Art. 80 et seq. SCC, and is overseen by the Occupational Pension Supervisory Commission OPSC. Its purpose is the collective investment and management of the pension assets entrusted to it by investors. To this end, it offers investment groups focusing on real estate, mortgages, mixed funds and securities. Its investors comprise employee benefits institutions domiciled in Switzerland whose purpose is the provision of occupational benefits. The General Meeting of Investors is the investment foundation's supreme body.
Real estate investment groups of the Helvetia Investment Foundation
Name Swiss Real Estate Romandie Real Estate Security no./ISIN 18823078 30120010 ISIN CH0188230780 CH0301200108 Bloomberg IMMSCHW SW IMMROMD SW Investor group Pension institutions domiciled in Switzerland Pension institutions domiciled in Switzerland Year established 2012 2016 Financial year 1 January to 31 December 1 January to 31 December Foundation Helvetia Swiss Life Insurance Company Ltd, Basel Helvetia Swiss Life Insurance Company Ltd, Basel management Portfolio Helvetia Asset Management Ltd, Basel Edmond de Rothschild REIM (Switzerland) Ltd., management Geneva Custodian bank J. Safra Sarasin, Zurich J. Safra Sarasin, Zurich Supervisory Occupational Pension Supervisory Commission Occupational Pension Supervisory Commission authority (OPSC), Bern (OPSC), Bern
The prospectuses and factsheets of the investment groups and the annual and sustainability report of the Helvetia Investment Foundation are available at www.helvetia-anlagestiftung.ch.
About Helvetia Asset Management Ltd Helvetia Asset Management Ltd is regulated by the Swiss Financial Market Supervisory Authority FINMA and provides fund management and asset management services. It offers collective investment schemes and is an independent fund management company operating in the interests of its investors. The company also provides investment advice and performs asset management, client representation and transaction management for employee benefit institutions, namely for real estate portfolios. Helvetia Asset Management Ltd has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding Ltd, St. Gallen, Switzerland.
Fund information
Name Helvetia (CH) Swiss Property Fund Security no./ISIN Security no.: 51383832/ISIN: CH0513838323 Ticker symbol HSPF Legal form Contractual real estate fund under Swiss law Fund domicile Switzerland Investor group Unlimited Distribution policy Distributing Launch date 3 June 2020 Accounting year 1 October to 30 September Fund management company Helvetia Asset Management Ltd, Basel Portfolio management Helvetia Asset Management Ltd, Basel Custodian bank Zürcher Kantonalbank, Zurich Market maker Bank J. Safra Sarasin AG, Zurich
The prospectus with integrated fund contract, the basic information sheet and the annual and semi-annual reports are available at www.swissfunddata.ch and www.helvetia-am.ch.
This media release can also be found on the website www.helvetia-am.ch.
Disclaimer The details and descriptions provided in this media release concerning the Helvetia Investment Foundation's investment groups do not constitute an offer or solicitation to purchase or sell certain financial instruments, nor are they to be understood as investment advice. They are for information purposes only. Any acts or omissions made on the basis of the information contained in this media release are the sole responsibility of the recipient. Compliance with statutory provisions is also the recipient's own individual responsibility. The recipient should also be aware that the ratings given in the media release may change in future. The Helvetia (CH) Swiss Property Fund referred to in this media release is exclusively for qualified investors - as defined in Art. 10 (3) and (3ter) of the Swiss Act on Collective Investment Schemes (CISA) in combination with Art. 4 (3-5) and Art. 5 (1 and 4) of the Financial Services Act (FinSA) - domiciled in Switzerland. The details given of the real estate fund are intended exclusively as information and do not constitute legal, tax or financial advice, nor are they an offer or a recommendation to buy or sell investment instruments or other financial services or a solicitation or invitation to submit an offer. The sole binding basis for the purchase of or subscription to fund units is the fund agreement, including the appendix, and the latest annual report. These documents can be obtained free of charge from the fund management company, Helvetia Asset Management Ltd, Steinengraben 41, 4002 Basel, Switzerland, or the custodian bank, Zürcher Kantonalbank, Bahnhofstrasse 9, 8001 Zurich, Switzerland.
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End of Media Release
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