15 April 2020 | SFP Investment Foundation

SFP Investment Foundation: Successful financial year 2019

Press releases
  • All three of the SFP Investment Foundation's investment groups reported positive growth in the last financial year.
  • The investment foundation increased assets under management by CHF 88.1 million to CHF 349.4 million.

The 2019 financial year was dominated by solid growth of assets under management in the SFP AST Global Core Property (Hedged and Unhedged) investment groups launched in 2017 and by the CHF 54 million capital increase carried out in the SFP AST Swiss Real Estate investment group. As a result, assets under management rose overall by CHF 88.1 million to CHF 349.4 million. Further issues are planned to secure quality growth in the future as well.

Since the launch, the SFP AST Global Core Property (Unhedged) investment group has achieved a net performance of 0.63% (Class A), 0.85% (Class B) and 1.27% (Class X). The net asset values as at 31.12.2019 were as follows:

Class A: CHF 997.77

Class B: CHF 1 016.41

Class X: CHF 1 020.71

 

Since the launch, the SFP AST Global Core Property (Hedged CHF) investment group has achieved a net performance of 0.54% (Class A), 0.75% (Class B) and 0.80% (Class C). The net asset values as at 31.12.2019 were as follows:

Class A: CHF 1 014.25

Class B: CHF 1 015.89

Class C: CHF 1 017.07

 

Since the launch, the SFP AST Swiss Real Estate investment group has achieved a net performance of 2.44% to 31.12.2019. As there is no distribution in the first three years, the net asset value stands at CHF 1 024.15.

The Board of Trustees recommends that the annual accounts be approved by the investors' meeting on 6 May 2020. On our website: www.sfp-ast.ch you will find the Annual Report 2019 and, from 6 May 2020, the accompanying presentation.

 

For questions, please contact:

Dr Gregor Bucher
CEO SFP Investment Foundation
Tel. +41 43 344 74 24
bucher@remove-this.sfp.ch

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