The Swisscanto (CH) Real Estate Fund Responsible IFCA achieved a positive result in the first half of the 2026 financial year. The fund's performance on the financial market reached 3.11 per cent, significantly outperforming the SWIIT benchmark index of 0.85 per cent. This underscores the efficiency of the investment strategy in a challenging market environment.
The fund's rental income rose to CHF 43.4 million, up from CHF 43.0 million in the previous year. The rental default rate remained at a low level of 1.3 per cent, representing a slight improvement compared to the previous year's figure of 1.5 per cent. This development resulted from rent adjustments and additional income generated through targeted investments in existing properties. The stability of rental income and the low default rate are indicators of sound property management.
Successful project completion and strategic orientation
During the reporting period, the new construction project at Gschwaderstrasse 40 in Uster was successfully completed and transferred to the fund's portfolio. The total volume of this development amounts to CHF 45 million. This measure increased the number of residential units from 68 to 94, thus creating additional living space. The property is already fully let, which immediately contributes to enhancing the quality and sustainability of the existing portfolio and highlights the attractiveness of the location.
For the entire 2026 financial year, the fund continues to aim to ensure an attractive distribution to investors. To this end, the established investment strategy is being maintained, which primarily focuses on exploiting the potential within the existing portfolio. This is achieved through the initiation and implementation of development projects as well as optimised, efficient portfolio management. The strategic orientation aims to secure and increase the value of the properties in the long term.
An essential component of the fund's strategy is its commitment to sustainability. The consistent implementation of measures to reduce CO2 emissions is paramount in this regard. These CO2 reduction pathway measures are an integral part of long-term value development and contribute to compliance with ecological standards. The integration of sustainability aspects into property management is a central pillar of the fund's policy.
