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Merger Details Confirmed for Helvetica Funds

Helvetica Property Investors announced the merger of its Swiss Opportunity Fund (HSO) and Swiss Commercial Fund (HSC), with Swiss regulator FINMA approving the schedule. Key dates include final HSO trading on 20 June 2025, and the merged fund's debut on 23 June 2025 on the SIX Swiss Exchange.

The merger aims to enhance fund liquidity and market presence, leading to improved cost efficiency for investors. The combined HSC Fund will hold 37 properties valued approximately at CHF 760 million. It will focus on commercial real estate in thriving areas of Switzerland, with diversified property types and a cap that limits any single tenant to under 5%.

The new fund plans to maintain a vacancy rate below 5% and a debt ratio of 28%, projecting stable dividends over CHF 5 per share. Additional updates will be provided by Helvetica as the process continues.

R. P.

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