Passion for Swiss equities

Swiss Small & Mid Cap Fund

The zCapital Swiss Small & Mid Cap Fund invests in leading Swiss second liners.

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Swiss Dividend Fund

The zCapital Swiss Dividend Fund invests in high-yield Swiss companies.

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Swiss ESG Fund

The new zCapital Swiss ESG Fund invests in sustainable Swiss companies.

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Swiss Small & Mid Cap Fund

(class A)
(class ZA)
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Swiss Dividend Fund

(class A)
(class ZA)
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Swiss ESG Fund

(class A)
(class ZA)
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Past performance is not a reliable indicator of current or future performance. The performance figures do not include commissions and costs, which arise at subscription and redemption of units.

Monthly reports

Monthly report July 2022 zCapital Swiss Small & Mid Cap Fund A

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Monthly report July 2022 zCapital Swiss Dividend Fund A

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Monthly report July 2022 zCapital Swiss ESG Fund A

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Annual-, semi-annual reports

Sustainability report H1 2022 of the zCapital investment funds

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Semi-annual report 2021/22 of the zCapital Funds

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Sustainability report 2021 of the zCapital investment funds

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Other publications

Due to the current situation on the markets, we have decided to reopen the fund with immediate effect.

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The zCapital Swiss ESG Fund has been registered with BaFin for distribution to private and institutional investors in Germany.

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zCapital launches a new equity fund, the zCapital Swiss ESG Fund.

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zCapital funds have been awarded the qualitative Morningstar Analyst Rating Gold.

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Blog

The abbreviation ESG stands for Environmental, Social and Governance.

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Specialised in Swiss equities

With nine people, we are one of the largest independent teams focusing exclusively on Swiss equities. This allows us to analyse the market and the companies very broadly and deeply. Almost all team members are responsible for analysing companies from the Swiss equities universe. In an average year, we have well above 600 contacts with executives of Swiss companies.

Who we are

zCapital AG is an independent asset manager supervised by Swiss Financial Market Authority FINMA and specialises in Swiss equities.

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