Significant growth for SFP investment groups
In the 2019 financial year, all three investment groups of the SFP Investment Foundation recorded a pleasing performance. The investment foundation increased its assets under management by CHF 88.1 million to CHF 349.4 million.
According to the management of the SFP Investment Foundation, the 2019 financial year was characterized on the one hand by solid growth in assets under management in the SFP AST Global Core Property (Hedged and Unhedged) investment groups launched in 2017, and on the other hand also by the CHF 54 million capital increase in the SFP AST Swiss Real Estate investment group in 2019. Overall, the volume of assets under management thus increased by 88.1 million to 349.4 million. In addition, the company has set the course for further growth: Further issues were already underway or planned.
According to the data, the SFP AST Global Core Property (Unhedged) investment group achieved a net performance of 0.63% (Class A), 0.85% (Class B) and 1.27% (Class X). The net asset values are CHF 997.77 (Class A), CHF 1,016.41 (Class B) and CHF 1,020.71 (Class X) as of Dec. 31, 2019.
The investment group SFP AST Global Core Property (Hedged CHF) achieved a net performance of 0.54% (Class A), 0.75% (Class B) and 0.80% (Class C) since its launch. The net asset values here were CHF 1,014.25 (Class A), CHF 1,015.89 (Class B) and CHF 1,017.07 (Class C) as of Dec. 31, 2019.
For the investment group SFP AST Swiss Real Estate, the net performance since launch until 31.12.2019 amounts to 2.44%. No distributions are made in the first three years; the net asset value amounts to CHF 1,024.15. (bw)