The SF Property Securities Fund invests in listed shares of Swiss real estate companies and listed Swiss real estate funds. The fund is broadly diversified across the Swiss real estate market by regions, types of use and investment styles of the underlying real estate investments.
Stock selection is focused on investments that display a stable rental income and positive performance. Thus, the fund targets a high income yield and the preservation of capital value.
SF Property Securities Fund pursues a sustainability policy that is based on the consistent evaluation of the ESG performance indicators that are relevant to the selection of investments. A regular ESG dialogue with all relevant market players provides sustained support to developments ensuring the availability of transparent and comparable information.
The investment objective and sustainability policy of SF Property Securities Fund are defined in the prospectus with integrated fund contract.
The sustainability strategy of SF Property Securities Fund aims to ensure the greatest possible coverage by GRESB data (Global Real Estate Sustainability Benchmark) and the systematic capture of environmental indicators for all investment vehicles. The focus falls mainly on the long-term reduction of greenhouse gas emissions. Voting rights are exercised, with a particular emphasis given to appointing competent persons to the boards of directors of all companies.
The systematic exclusion of specific issuers due to activities or business practices that violate given norms or values or due to anticipated risks.
Consideration of sustainability risks and opportunities in traditional financial analysis and investment decision-making on the basis of systematic processes and appropriate research sources.
This is often used to refer to a combination of engagement and voting:
Voting: Expressing preferences with regard to sustainability issues by actively exercising voting rights.
Engagement: Active dialogue with the aim of convincing to consider environmental, social, and governance criteria within their sphere of influence.
Reduction of the environmental footprint by lowering greenhouse gas emissions over time. A long-term goal should be implemented.
This fund qualifies itself as Article 8 SFDR in the pre-contractual information. Further information can be found in the documents below.
SFDR documents for the SFP Group can be found here.
Senior Portfolio Manager Indirect Investments
Senior Portfolio Manager Indirect Investments
Senior Portfolio Manager Indirect Investments
Senior Portfolio Manager Indirect Investments
Head Client Relationship Management & Marketing
