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The investment objective of the Baloise Swiss Property Fund is primarily to generate a stable current income by investing directly in core/core plus properties in Switzerland that are in good locations and offer high income and value stability.
- The fund's investment focus is on residential properties. Commercially used properties can supplement the portfolio.
- Broad diversification of property investments in terms of region and condition reduces cluster risks.
The Baloise Swiss Property Fund is a contractual investment fund under Swiss law of the property fund type. The fund units are listed on the SIX Swiss Exchange.
|
ISIN Security number |
CH0414551033 / 41455103 |
| Management of the Fund | Baloise Asset Management AG, Basel |
| Portfoliomanagement | Baloise Asset Management AG, Basel |
| Fund Management | Baloise Asset Management AG and Partner |
| Custodian Bank | UBS Switzerland AG, Zürich |
| Market Maker | Swiss Finance & Property AG, Zürich; Ticker symbol BALSP |
| Audit company | Ernst & Young AG, Basel |
| Independent valuation experts |
Sebastian Zollinger, MRICS (PricewaterhouseCoopers AG) Laura Blaufuss, MRICS, Manager (PricewaterhouseCoopers AG) |
| Distributor | Baloise Asset Management AG, Basel |
- Core/Core plus real estate in Switzerland in good locations and highly stable earnings and value
- Acquisition of real estate in order to hold it for the longer term and optimise its earnings potential.
- Broad regional diversification of real estate investments
- The investment focus is on residential and commercial properties, with the medium to long-term aim of sectoral diversifying by at least 50% residential and at most 50% commercial properties.
- Residential properties include multi-family houses as well as retirement homes, assisted living and student residences.
- For commercial properties, the focus in the medium term is on the main categories of offices/services, retail, trade/industry, archives/storage and parking.
Climate focus
With its climate focus, the BSPF aims to reduce carbon emissions over time by means of tangible goals.
- Definition of reduction targets for Scope 1, and Scope 1 & 2 emissions for 2030 and 2050
- Projection of future carbon emissions via reduction pathway
ESG integration
The BSPF uses ESG integration to take sustainability criteria into account when managing its real estate in order to meet its climate targets. In addition, environmental and social sustainability criteria that are not linked to the climate targets are taken into consideration.
Steps are taken with respect to the following sustainability criteria specifically:
- Renewable energies for heat generation
- Efficiency of the building envelope
- Electricity generation via photovoltaic systems
- E-mobility
- Water consumption
- Tenant satisfaction
Exclusion
By applying exclusion criteria, the fund management ensures that, in principle, no parties that breach pre-defined criteria are permitted to rent the properties in the real estate portfolio.
Use of exclusions in line with Baloise’s expanded RI strategy:
- Sanctions by SECO, EU, UN, US, UK
- Swiss Association for Responsible Investments exclusion list
- Controversial and conventional weapons
- Coal
- Oil & gas
- Tobacco
Threshold values are defined for individual exclusion criteria.
For the Baloise Swiss Property Fund we are looking for properties that fulfil the following criteria.
- Property size: between CHF 10 million and CHF 50 million
- Location: Well served by public transport; preferably in the regions of Central Switzerland and Zurich
- Use: Preferably residential properties and mixed-use properties
- Existing properties and development projects
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