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