Helvetica Property Investors AG

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EQS-News News vom 09.01.2023

Dear investors

Helvetica Property / Key word(s): Quarterly / Interim Statement/Real Estate
Dear investors
09.01.2023 / 17:37 CET/CEST

We hope that you had a good start into the new year and wish you good luck, health, inspiring moments and a successful 2023! We would like to thank you very much for your trust. We look forward to welcoming you in the new year with good opportunities right away.

We look back on a historic year

Last year was characterized by the war in Europe, the end of the zero-interest rate policy and rising inflation. All these events were also reflected in the Swiss real estate market in a historic 2022.

The SXI Real Estate Funds Broad, the index of listed Swiss real estate funds, suffered a historic 15% setback in 2022. Not even during the financial crisis of 2008 did the index of listed Swiss real estate funds suffer a similarly large loss. This is all the more astonishing as the SXI Real Estate Shares Broad Index, the index for listed real estate shares, lost only 9% and the KGAST Index, the real estate index of investment foundations, even gained 4.4%. By contrast, the SPI lost as much as 16.5% last year.

The discrepancy between listed and unlisted products is also reflected in the returns of Helvetica Funds. Although the HSC Fund once again outperformed the SXI Real Estate Funds Broad Index in 2022 with minus 10.81%, the unlisted HSO Fund ended the year with only minus 2.68% and the HSL Fund even with positive 0.73%. Thus, as the chart below shows, all Helvetica Funds outperformed the relevant SXI Real Estate Fund Index.

Media contacts

Maximilian Merk Salman Baday   
Senior Client Relationship Manager Head Sales & Marketing  
T +41 43 444 70 94 T +41 43 544 70 95  

About Helvetica

Helvetica Property Investors AG is a leading real estate fund management company and asset management firm. We deliver sustainable value to our clients through active, long-term ownership of safe and stable real estate investments. With a fully integrated real estate investment platform, we are able to provide both standardized investment products and customized investment plans. We are proud of our longstanding reputation for outstanding client service and dedication to responsible ownership. Our firm is approved and regulated by the Swiss Financial Market Supervisory Authority FINMA.

About Helvetica Swiss Commercial Fund

The HSC Fund is a Swiss real estate fund listed on the SIX Swiss Exchange and open to all investors. The HSC Fund invests in commercial and industrial properties in the major economic areas of Switzerland. The fund's portfolio is geared towards long-term value preservation and features high location and property quality as well as broad diversification. The investment objective is mainly the long-term preservation of value and the distribution of reasonable profits. The HSC Fund is approved by the Swiss Financial Market Supervisory Authority, FINMA.

Listing SIX Swiss Exchange; ticker symbol HSC; security 33 550 793; ISIN CH0335507932

This press release does neither constitute an issuance prospectus in the sense of art. 652a or art. 1156 of the Swiss Code of Obligations nor a prospectus, a simplified prospectus or a basic information leaflet (key investor information document; KIID) in the sense of the Swiss Act on Collective Investment Schemes. It constitutes neither an offer nor a recommendation to subscribe to or redeem fund units, but is intended solely for information purposes. Historical performance is not a guarantee of current or future performance. The performance data do not take into account any commissions and costs charged on the subscription and redemption of shares. The documents that are solely relevant for an investment decision, the prospectus and the simplified prospectus, can be obtained from Helvetica Property Investors free of charge. This press release is not addressed to persons resident and/or incorporated outside Switzerland. It may not be made available or handed over to US persons within the meaning of the US Securities Act or US tax regulations, nor may it be distributed in the US.

End of Media Release

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