Company

Based in Zug, zCapital AG is a manager of collective assets authorised by FINMA. Specialising in Swiss equities, zCapital manages around CHF 3 billion, including four investment funds, the zCapital Swiss Small & Mid Cap Fund, the zCapital Swiss Dividend Fund, the zCapital Swiss ESG Fund and the zCapital Swiss Absolute Return Fund.

Key Figures

Foundation	April 2008
Number of employees	10
Location	Baarerstrasse 82, 6300 Zug, Switzerland, +41 (0)41 729 80 80
Legal form	Stock corporation
Share capital	CHF 900,000
Financial regulator	Swiss Financial Market Supervisory Authority FINMA (manager of collective assets)
Identification number	CHE-114.153.946
IRS Registered Deemed Compliant FFI	GIIN MMDHN1.99999.SL.756
Legal Entity Identifier LEI	506700L61507JK6XN128
Auditors	BDO, Zurich
Ombudsman service	Finanzombudsstelle Schweiz (FINOS), Zurich

Awards

Citywire Award

Citywire Group Winner 2018 Switzerland Equity

zCapital was granted the "Best Fund Group Award 2018" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremony for the second time in a row. Citywire analyses 16,000 active fund managers and scores the best in their field with a rating. The Group Award considers all fund managers of a company in the respective category and evaluates the average risk-adjusted returns over a period of seven years.

Citywire Award

Citywire Group Winner 2017 Switzerland Equity

zCapital was granted the "Best Fund Group Award 2017" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremony. Citywire analyses more than 15,000 active portfolio managers and scores the best in their field with a rating. The Group Award considers all fund managers of a company in the respective category and evaluates the average risk-adjusted returns over a period of seven years.

Responsible Investment

zCapital has signed the United Nations supported principles for responsible investment (PRI). The global investor initiative works to understand the investment implications of environmental, social and governance factors. Signatories are required to report on their responsible investment activities annually.

zCapital supports climate protection

zCapital has calculated all relevant CO2 emissions of the company in detail and contributes to climate protection according to these emissions. To this end, it supports projects run by the Swiss climate protection foundation myclimate.

Net Zero Asset Managers Initiative

zCapital has signed up to the Net Zero Asset Managers Initiative. The initiative was launched in December 2020 by a group of international asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or earlier. This goal is in line with global efforts to limit global warming to 1.5°C.

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