UBS «Sima»

Investing in Swiss properties

UBS (CH) Property Fund - Swiss Mixed «Sima» has approximately 50% of its assets invested in residential and about 50% in commercial properties (office blocks, retail premises) predominantly in the German-speaking part of Switzerland.

Latest activities

Key Facts

  • Largest Swiss real estate fund
  • Residential, mixed and commercial properties all across Switzerland
  • Stable returns from the existing portfolio
  • Value appreciation potential through renovation and redensification
  • Growth through acquisition of construction projects and pre-existing properties

Particulars

Particulars

Details

Details

Particulars

Year of inception

Details

1950

Particulars

Net asset value

Details

CHF 7022.7m

Particulars

Market value

Details

CHF 10 307.3m

Particulars

Number of properties

Details

357

Particulars

Rental income

Details

CHF 398.2m

Particulars

Rental loss

Details

6.9%

Particulars

Leverage

Details

22.1%

Particulars

Total return on NAV

Details

6.3%

Regions

in percent

Usage

in percent

Martin Strub

Fund Manager
UBS «Sima»