SFP Investment Foundation is a foundation under Swiss law within the terms of Art. 53g et seq Swiss Federal Act on Occupational Retirement, Survivors' and Disability Pension Plans (BVG) and Art. 80 et seq Swiss Civil Code (ZGB) and is supervised by the Supervisory Commission for Occupational Pensions (OAK BV) (Art. 64a (2) BVG).

Swiss Finance & Property AG established the SFP Investment Foundation in 2017. It is managed by Swiss Finance & Property AG, Untermüli 7, 6300 Zug, Switzerland. The Foundation's Board appoints and delegates management. Swiss Finance & Property AG has specialised in real estate management since 2001. In addition, the Foundation Board has appointed Swiss Finance & Property Funds AG, Seefeldstrasse 275, 8008 Zurich, Switzerland, as asset manager.

The purpose of the investment groups is collective investment and management of the capital contributed by investors in real estate. The product range is only available to a restricted group of investors. These includes tax-exempt occupational pension schemes domiciled in Switzerland, as well as other tax-exempt organisations under private or public law, or legal entities that manage the collective investments of tax-exempt occupational pension organisations domiciled in Switzerland that are supervised by FINMA, the Swiss Financial Markets Authority, and that invest funds exclusively for this institution with the investment foundation.

SFP Investment Foundation has been a member of the Conference of Managers of Investment Foundations (KGAST) since June 2019. As members of the Conference are obliged to comply with the KGAST standards, the SFP Investment Foundation therefore observes the highest sector standards, in particular with regard to co-determination and cost transparency.

Agenda

Investors' Meeting 2020 of the SFP Investment Foundation

Current Annual
Report

 

Contact

Urs Kunz
Urs Kunz
Member of the Executive Board
Head Client Relationship Management & Marketing
+41 43 344 74 78