Fondiaria SICAV - Swiss Real Estate

A carefully managed portfolio of high-quality residential properties in Switzerland

Investment Style

The fund offers investors access to a carefully managed portfolio of high-quality residential properties in Switzerland. With a focus on long-term value stability and regular returns, the fund combines security-oriented investments with selective development opportunities. This creates a robust real estate investment that can adapt flexibly to market changes.

Fidaro AG, Cham

Promoter

Tavis Capital AG, Zurch

Asset- & Portfolio Management

Bank J. Safra Sarasin AG, Basel

Custodian Bank & Market Making

Solutions & Funds SA, Morges

Fund Management

Pricewaterhouse Coopers, Zurich

External Auditor

Real Estate-SICAV Key Information

Name of the Fund Fondiaria SICAV - Swiss Real Estate

Investment Manager Tavis Capital AG

ISIN CH1499016942

Valor 149901694

Investor Restrictions Qualified Investors

Fund Domicil Switzerland

Fund Category (KAG) Real Estate Fund

Asset Class Real Estate (direct)

Currency CHF

Launch Date 10.03.2026

Financial Year 01.01.-31.12.

SIX Listing No

Documents