Real Assets
AXA Investment Managers - Real Assets, a global leader in real assets investment and the number one property portfolio and asset manager in Europe1, offers a 360° approach to investing in real assets, which comprises opportunities in both equity and debt, across different geographies and sectors, as well as via private and listed instruments.
In Switzerland, our close-knit and successful team of 40 real estate specialists manages the real assets portfolio of AXA Switzerland as well as the real estate investments of AXA Anlagestiftung and AXA Immovation real estate funds, with assets totalling in excess of CHF 15.5 billion (as at 31 December 2019). We presently manage investments in around 700 properties.
In addition to funds with daily liquidity, we offer three NAV-based real estate funds:
AXA Immovation Residential
Invest in Swiss residential property
The AXA Immovation Residential real estate fund invests in Swiss residential real estate in high-growth economic regions. The fund is broadly diversified both regionally and in terms of building and tenant structure. Investments are made mainly in existing properties, but also in attractive development and construction projects. At least 80 percent of rental income derives from residential use.2
Learn more about the fund in our fund centre
AXA Immovation Commercial
Invest in Swiss commercial property
The AXA Immovation Commercial real estate fund invests in commercial real estate in Switzerland. Investments are made mainly in office properties, retail space and commercial and mixed-use properties with long-term rental income in economically strong cities and their well-connected suburbs.2
Learn more about the fund in our fund centre
AXA CoRE Europe Fund
Invest in core European real estate
The AXA CoRE Europe Fund invests in high-quality properties with long-term leases in the most important European markets. The fund is broadly diversified geographically and at sector level. Our local specialists take advantage of dynamics and development trends to invest in office, retail, logistics, hotel and residential properties.3
Explore more about the fund on our global web site
Our competencies:
• AXA IM - Real Assets has teams operating in more than 20 countries, giving us extensive access to local investment markets
• Leading real estate portfolio and asset manager1 in Europe
• Our funds are broadly diversified and characterised by stable and continuous long-term performance and distributions
• Fund participation is based on net asset values (NAV)
Wichtige Überlegungen zu Immobilienanlagen
Bitte beachten Sie, dass die zugrunde liegenden Vermögenswerte illiquide sind und die Bewertung die Sache des Gutachters ist. Der Wert der Anlagen und die Erträge aus ihnen können sowohl sinken als auch steigen, und Anleger erhalten möglicherweise den ursprünglich investierten Betrag nicht zurück.
1 Source: INREV / ANREV Fund Manager Survey - May 2019. Ranking based on asset under management.
2 Fund participation is limited to registered, tax-exempt pension funds with professional treasury (incl. investment foundations), tax-exempt third-pillar bank foundations as well as tax-exempt social insurance and compensation funds (in particular unemployment, health insurance, old-age, disability and survivors' insurance funds with the exception of licensed insurance companies) in Switzerland. The minimum investment for new investors is CHF 1 million (excl. incidental costs/issue commission).
3 Only for qualified investors with a minimum investment of EUR 5 million.