Tellco Investment Foundation was established in 2005 as a foundation pursuant to the Swiss Civil Code. It is subject to supervision by the Occupational Pension Supervisory Committee (OAK BV). It is open to Swiss pension funds as well as the beneficiaries of the Tellco Vested Benefits Foundation who are allowed to invest in the Foundation’s investment groups. Currently, the invested assets amount to roughly CHF 911 million.
The Tellco Investment Foundation at present offers two investment groups: the Swiss Real Estate investment group, a widespread, well-diversified portfolio of Swiss residential and business properties focusing primarily on residential properties, and a growing portfolio of primary and secondary investments (with a focus on secondary investments) in private equity focusing on buyout and growth capital strategies in developed markets (Private Equity investment group).
Although their contents differ, these investment groups share the features that make the Tellco Investment Foundation a preferred pension solution for our private and institutional clients: participation in the decision-making process to a degree commensurate to the invested amount, attractive conditions and low fees. Clearly defined corporate governance and risk management guidelines and processes are standard practice.
Are you interested in the products offered by Tellco Investment Foundation? We would be happy to send you monthly updates on the most important facts and figures as well as the development of our Tellco AST Swiss Real Estate and Tellco AST Private Equity investment groups.Factsheet subscription Brochure (PDF)