The SF Sustainable Property Fund invests in real estate and real estate projects in the whole of Switzerland. The real estate fund mainly focuses on residential use.
The real estate fund systematically and step-by-step optimises properties in line with defined sustainability criteria (ESG) during the period of ownership. With the objective being to reach the Federal Council’s climate objective for 2050 (net zero by 2050 at the latest), the focus falls mainly on environmental criteria (E of ESG), in particular on the improvement of energy efficiency and the reduction of greenhouse gas emissions.
With its sustainability strategy, the SF Sustainable Property Fund aims to optimise the properties systematically and gradually and with regard to defined sustainability criteria. ESG requirements are considered throughout the entire investment process along the real estate life and investment cycles.
The investment objective, investment policy and sustainability strategy of the SF Sustainable Property Fund are defined in the prospectus with integrated fund contract. The following is a summary of the sustainability strategy.
The goal of the sustainability strategy of the SF Sustainable Property Fund is to achieve net zero by 2050 at the latest (climate target 2050 of the Federal Council). The targeted impact is to be achieved through a combination of sustainability approaches. Corresponding sustainability criteria and key performance indicators have been defined to implement the sustainability approaches. The focus is on increasing energy efficiency and reducing greenhouse gas emissions.
In addition to a financial return, a measurable, positive ecological impact should also be achieved. Impact investments have three main characteristics: The intentionality of an investment in terms of positive environmental impact, the management process, and the measurability of impact through relevant key performance indicators.
ESG risks and opportunities are incorporated into traditional financial analysis and investment decisions based on a systematic process and appropriate research sources.
Environmental sustainability criteria: Increase in energy efficiency & reduction of greenhouse gas emissions (reduction paths)
Social sustainability criteria: Promotion of sustainable mobility options and enhancement of the quality of stay and accessibility in new buildings and overall renovations.
Sustainability criteria for good corporate governance: transparent sustainability reporting, ESG task force, specific assessment of sustainability risks.
[1] If the certification costs exceed 5% of the total costs of the new building, additional certification can be waived as an exception.
Properties are excluded from the investment policy based on defined exclusion criteria.
Here you can find the description of the key performance indicators existing properties and new building and complete renovation.
Portfolio Manager Real Estate Direct
SF Sustainable Property Fund
Head Client Relationship Management & Marketing
