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Swiss Real Estate Fund

Last Login: 11/11/2025


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+16.1%
since 4/12/2022

+4.1%
Ø-Perf. per year

+15.7%
Performance (1yr)

15.5%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Real estate investments in Switzerland have a high reputation as a safe haven and offer premium value protection. But direct investments from foreigners are highly regulated. This portfolio provides access by investing at least 70% of its capital in exchange-traded swiss real estate companies. Stocks are selected from the portfolio underlying the SXI Real Estate All Shares Index. The fund can also invest in other related financial instruments. Additional trades will be made to improve protection against risks such as inflation. Immobilieninvestitionen in der Schweiz besitzen ein hohe Reputation und stellen einen sicheren, substantiell werterhaltenden Hafen. Direkte Investitionen in Schweizer Immobilien sind jedoch für Ausländer kaum möglich. Dieser Fond bietet Zugang zum Schweizer Immobilienmarkt durch Investition von mindestens 80% des Kapitals in börsennotierte Immobilienunternehmen. Die Aktien bilden eine Auswahl des SXI Real Estate All Shares Index. Der Fond kann ebenfalls in verwandte Finanzinstrumente investieren. Zusätzliche Trades dienen der Risikoabsicherung wie etwa Inflationsrisiken.

Master data

Symbol

WFCHREALES

Date created

04/12/2022

Index level

-

High watermark

115.7

Investment Universe

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For the composition of the virtual portfolio click here.