Passion for Swiss equities

Company

zCapital AG based in Zug is an independent asset manager regulated by the Swiss Financial Market Supervisory Authority (FINMA). zCapital specialises in Swiss equities and manages three investment funds, the zCapital Swiss Small & Mid Cap Fund, the zCapital Swiss Dividend Fund and the zCapital Swiss ESG Fund. Assets under management amount to approximately CHF 2 bn.

Key Figures

Foundation April 2008
Number of employees 9
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

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

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.

TCFD Supporter

zCapital is a supporter of the Task Force on Climate-related Financial Disclosure (TCFD). The TCFD publishes recommendations on how companies can better analyse, assess and disclose the risks to their business from climate change. zCapital is committed to greater transparency in climate reporting.

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