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Real estate reit max drawdown1/3/2024 ![]() It is a well-regarded safe haven for capital protection. Geographical diversification: Switzerland is an advanced and neutral nation with an extremely well-developed financial service sector.Investing in Swiss property brings significant benefits to investors seeking steady capital returns. ![]() The benefits of investing in Swiss property funds This is calculated using historical data since the inception of the given instrument. It provides a sense check to investors on their psychological tolerance of the volatility and whether it remains a suitable asset class for the investor. This gives a good indication of the volatility level of different instruments. * Max drawdown is the theoretical difference between the peak and trough valuations. Known for stable performance and low volatility. Redemption is available on a monthly basis. UBS AST Immobilien Schweiz (Closed-ended fund)Ī close-ended property fund that invests primarily in residential estates. Its underlying assets include many of the mutual funds offered by UBS and Credit Suisse. Swisscanto (CH) Real Estate Fund (Mutual fund)Īn actively managed fund with total exposure to the Swiss commercial and residential market. ![]() CS Fund 3 (ETF)Īn ETF similar to the UBS SXI Real Estate, albeit with a significantly higher TER and better long-term performance. It incorporates many of the mutual funds listed above. UBS ETF (CH) SXI Real Estate® (ETF)Īn index ETF that focuses primarily on commercial and residential property funds in Switzerland. CS Real Estate Fund LivingPlus (Mutual fund)Ī mutual fund that invests in integrated senior residential housing in major Swiss cities to cater to the aging population. This mutual fund invests in multi-family dwellings and commercial buildings (and then let to prime tenants on a long-term basis. CS Real Estate Fund Hospitality (Mutual fund)Ī mutual fund that focuses on the hospitality and healthcare sector in Switzerland. CS Real Estate Fund Interswiss (Mutual fund)Ī mutual fund that invests primarily in commercial and highly sought-after residential properties. CS Real Estate Fund Green Property (Mutual fund)Ī mutual fund that invests directly in RE projects with a green and sustainable mandate. Index and is diversified across the residential, commercial and industrial sectors. Top 10 Swiss property funds (REIT equivalents) CS (CH) Swiss Real Estate Securities Fund (ETF)Īn ETF that tracks the SXI Swiss Real Estate® TR. Instead, there are many funds (mostly mutual funds and ETFs) that mimic the effect of REITs and are publicly traded on SIX. However, REITs do not exist per se in the Swiss market. Since being established in the US in 1960, a specific type of property fund called a Real Estate Investment Trust (REIT), has proven popular with investors attracted to the favourable tax treatment and high liquidity (being publicly traded) such funds gain from. ![]() This simply affects the liquidity of the fund rather than its underlying asset value. Mortgage interest payment through debt instrumentsĮqually, property funds can be publicly traded or private.Property funds generate returns from different sources: Any return (rent or capital gain) generated by properties needs to be passed through the SPV first before being paid to investors (usually in the form of dividends). In these situations, individual investors become shareholders of a special purpose vehicle (SPV) that holds the said properties. Property funds are collective investment schemes, which pool capital from a group of investors and then invest in the desired assets (i.e. As a result, there are now property funds that exist to remove such hurdles from the equation, whilst delivering property-like performance. But investing in properties outright requires significant capital outlay as well as intense time management from investors. Not to mention the inherent utility associated with owning an apartment or land. It profits from capital growth as well as cash from rental yields. ![]()
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