New Fund Issuer at SIX Swiss Exchange: Zurich Invest AG

With Zurich Invest AG, SIX welcomes another new real estate fund issuer at SIX Swiss Exchange. Their newly listed fund, the ZIF Immobilien Direkt Schweiz, is now open to private investors and available in CHF (ISIN CH0433089270).

Christian Reuss, Head SIX Swiss Exchange, comments: “We are happy to welcome our new real estate fund issuer. Supporting issuers to launch and distribute new investment products and offering investors additional ways to diversify their portfolios are key elements of our core functions as a stock exchange.”

Zurich Invest AG is the second new real estate fund issuer joining this year, after Sustainable Real Estate Ltd in September. With this new provider, the number of fund issuers increases to 24 and the total number of mutual funds traded at the Swiss stock exchange to 46, of which 43 are classified as real estate funds. 

"A milestone has been reached and we are grateful for the trust and confidence that has been placed in our organisation. We will continue to implement our investment strategy in a disciplined manner so that we can generate added value for our investors in the long-term," comments Tom Osterwalder, CEO, Zurich Invest AG, the successful listing. 

The fund's portfolio consists of 62 properties throughout Switzerland and is broadly diversified in terms of region, location and age. The market value as of the end of the financial year on 30 June 2023 was CHF 1,383 million. The properties of the portfolio are mostly located in very good locations across the major Swiss cities. The fund primarily focuses on the residential real estate sector.

Zurich Invest AG is a 100 percent subsidiary of Zurich Insurance Company AG and is responsible for the fund management of ZIF Immobilien Direkt Schweiz. It has a fund management license from the Swiss Financial Market Supervisory Authority (FINMA). 

In the first ten months of the current year the trading turnover in investment funds amounted to CHF 7.0 billion. Over 280,000 transactions were carried out in this segment during this period. Trading via a regulated stock exchange brings many advantages, such as liquidity and transparency as well as security and equal treatment. 

Our website provides more information on Mutual Funds on SIX Swiss Exchange, while our Market Data pages provide you with prices, statistics and overviews of all current funds and their issuers. 

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