Our Swiss Healthcare Properties Investment Group, which was launched in August 2015, invests throughout Switzerland in clinics for inpatient or outpatient treatment, retirement and nursing homes, senior or retirement living and health promotion facilities in regions that benefit from market concentration or have a low density of medical care. Our aim is to generate long-term value appreciation through the purchase and construction of properties with long-term rental agreements and by focussing on direct investments.
The target volume for the investment group’s assets is more than CHF 500 million.
The aim is to achieve a distribution yield of at least 4%. Investors can choose between a cash distribution and a free reinvestment. The investment group is aimed at tax-exempt occupational pension schemes domiciled in Switzerland and offers stable, attractive returns and increases diversification within the property investment category. Patrimonium Asset Management AG is the managing company.
At the end of December 2023, the portfolio comprised 16 properties, including 3 clinics, 2 medical-surgical centres, 2 nursing homes, 2 buildings with senior apartments and medical facilities, 1 workshop for people with disabilities, 1 workshop for young people in difficulty, 1 mixed-use building and 2 new construction projects (1 senior residence, 1 medical centre) and 2 land plots.
At 31.12.2023, investment assets amounted CHF 421 million.
1) December temporary until auditing review.
2) Value of 31.12
The Investment Groups’ net asset values are published by KGAST, Reuters and Bloomberg
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Swiss Healthcare Properties Investment Group
Distributed annually, can be reinvested free of charge
Subscription contract and capital calls
31 Aug. 2015
01 Jan. – 31 Dec.
Possible
Real Estate (as defined in Art. 53 Abs.1 lit c. of BVV2)
CHF
At each fiscal year-end with 12 months’ notice; at month-end per management decision
KGAST Immo-Index Geschäft
KGAST Immo-Index Gesamt
CHF 100’000
28252771
PAGORSI SW
patrimonium.ch
kgast.ch
CH0282527719
68337898
0.40% + VAT FY 2022
0.5%
0.57% FY 2022
1% to the Investment Group
0.43% FY 2022
Patrimonium Asset Management AG
Wüest Partner AG
BDO SA, Zurich
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