• HOME
  • Regulation
  • Self-regulation
  • Real estate funds

Real estate funds

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.

Specialist information factsheets and FAQ

EN
DE FR
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