SFP wins LSEG Lipper Fund Award 2026 again

The recognition of the SF Property Securities Fund with the LSEG Lipper Fund Award 2026 in the «Equity Sector Real Estate Europe» category over three, five and ten years is a special moment for Swiss Finance & Property AG. Above all, the award over ten years confirms that a disciplined investment process also proves its worth over different market cycles.

The last few years in particular have shown how important a clear investment process and consistent analysis are.

Development of a fund for indirect real estate investments

The SF Property Securities Fund was launched in 2006 and has pursued a clear approach from the outset: investing in listed real estate funds and companies as well as selectively in unlisted real estate investments in order to achieve additional diversification and stability in the portfolio. Today, the fund manages assets of around CHF 1.1 billion* and has thus exceeded an important size threshold. This development demonstrates investors' confidence in the investment approach. The fund invests broadly across various real estate segments. These include residential real estate, office space, logistics and commercial real estate as well as other specialty segments.

Consistency as a decisive success factor

The SF Securities Fund's approach is based on a combination of fundamental analysis, active stock selection and risk management. The decisive factor here is not only the valuation of individual real estate funds and companies, but also their capital structure, management quality and long-term strategy. In recent years, the fund has achieved an above-average risk-adjusted performance and at the same time built up a diversified portfolio across various real estate segments.

Sustainability is firmly established

The fund pursues a sustainability strategy that includes ESG integration, stewardship and a focus on climate targets. The fund achieves high scores in corresponding sector ratings, which underlines the quality of the portfolio, including from a sustainability perspective. In the real estate sector in particular, CO2 reduction and sustainable building standards are becoming increasingly important for long-term performance.

A dynamic market with long-term potential

The market for indirect real estate investments will remain attractive in the future. Despite short-term fluctuations, the sector offers stable long-term cash flows, real assets and diversification effects within a portfolio. The challenge for fund managers is to identify the right companies, namely those that not only benefit from current market trends but are also structurally well positioned. The Lipper Fund Award confirms the team's determination to continue along this path.

*as of 28.02.2026