Real estate funds

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The "Guidelines for Real Estate Funds" tie real estate funds more closely into the SFAMA's self-regulation regime, over and above the terms of the Code of Conduct. The guidelines attach particular significance to the accurate valuation of properties - a key quality criterion for real estate funds.

With its specials information fact sheet "Key Data for Real Estate Funds", the SFAMA seeks to ensure that investors are given standardized, comparable information, thus contributing to the highest possible degree of transparency with regard to the product offering on the Swiss fund market.

Guidelines

SFAMA RL IMMO_e_Guidelines Real Estate Funds_080402_160913
Guidelines for Real Estate Funds - 2 April 2008 (Status as of 13 September 2016)
SFAMA FI_e_Key data real estate funds_160913
Specialist information factsheet on the key figures of real estate funds - 13 Sepember 2016
DE FR
SFAMA FI_d_Ausgabe Immobilienfondsanteile_100525_181221

Fachinformation "Ausgabe von Immobilienfondsanteilen" - 25. Mai 2010 (Stand am 21. Dezember 2018)

(the document is not available in the current language Englisch, but in another language)
DE FR
SFAMA Musterfondsvertrag Immo_FAQ_d_150526
Frequently Asket Questions zum Musterfondsvertrag für Immobilienfonds - 26 Mai 2015 (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Templates (free of charge for members)

DE FR
SFAMA IMMO SIMPRO_d_Vereinfachter Prospekt Immobilienfonds_160601_170101

Vereinfachter Prospekt für schweizerische Immobilienfonds (Muster für einzelne kollektive Kapitalanlagen oder Teilvermögen eines Umbrellafonds) - 1. Juni 2016 (Stand am 1. Januar 2017)

(the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00

DE FR
SFAMA IMMO FONDS PRO_d_Musterprospekt_150825_160601
Model prospectus including model fund contract for a real estate fund under Swiss law (for stand-alone funds), Part 1: Prospectus - 22 October 2007 (Version of 1 January 2013) (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00

DE FR
SFAMA IMMO FONDS REG_d_Musterfondsvertrag_150520_180606
Model prospectus including model fund contract for a real estate fund under Swiss law (for stand-alone funds), Part 2: Fund contract - 20 May 2015 (Status as of 6 June 2018) (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00

DE FR
SFAMA IMMO SICAV PRO_d_Musterprospekt_161005
Model Prospectus with integrated model Investment Regulations and model Articles of Association for a Swiss real estate fund (for stand-alone funds) in the form of an investment company with variable capital (SICAV), Part 1: Prospectus - 4 July 2008 (Status as of 1 January 2013) (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00

DE FR
SFAMA IMMO SICAV REG_d_Musteranlagereglement_150709_180606
Model Prospectus with integrated model Investment Regulations and model Articles of Association for a Swiss real estate fund (for stand-alone funds) in the form of an investment company with variable capital (SICAV), Part 2: Investment Regulations - 4 July 2008 (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00

DE FR
SFAMA IMMO SICAV STAT_d_Musterstatuten_080704
Model Prospectus with integrated model Investment Regulations and model Articles of Association for a Swiss real estate fund (for stand-alone funds) in the form of an investment company with variable capital (SICAV), Part 3: Statutes - 4 July 2008 (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00