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Art. 10 (3) of the Swiss Federal Act on Collective Investment Schemes (CISA) defines qualified investors as:
Details of the eligible investor base can be found in the relevant product descriptions. These can be requested from anlageloesungen@axa.ch.
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The fund invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics:
You can find all details on the AXA Real Estate Funds Switzerland in the Fund Center.
The nominally applied discount rate stands at 3.95 percent and the cap rate at 2,70 percent (as at March 2024).