News Overview

Monthly report April 2021 zCapital Swiss ESG Fund A

Monthly report April 2021 zCapital Swiss Small & Mid Cap Fund A

Monthly report April 2021 zCapital Swiss Dividend Fund A

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

Monthly report March 2021 zCapital Swiss ESG Fund A

Monthly report March 2021 zCapital Swiss Small & Mid Cap Fund A

Monthly report March 2021 zCapital Swiss Dividend Fund A

Monthly report February 2021 zCapital Swiss ESG Fund A

Monthly report February 2021 zCapital Swiss Dividend Fund A

Monthly report February 2021 zCapital Swiss Small & Mid Cap Fund A

Monthly report January 2021 zCapital Swiss Dividend Fund A

Monthly report January 2021 zCapital Swiss Small & Mid Cap Fund A

Annual report 2019/20 of the zCapital Funds

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

Monthly report December 2020 zCapital Swiss Dividend Fund A

Monthly report December 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report November 2020 zCapital Swiss Dividend Fund A

Monthly report November 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report October 2020 zCapital Swiss Dividend Fund A

Monthly report October 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report September 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report September 2020 zCapital Swiss Dividend Fund A

Monthly report August 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report August 2020 zCapital Swiss Dividend Fund A

Monthly report July 2020 zCapital Swiss Dividend Fund A

Monthly report July 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report June 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report June 2020 zCapital Swiss Dividend Fund A

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

Semi-annual report 2019/20 of the zCapital Funds

Monthly report May 2020 zCapital Swiss Small & Mid Cap Fund A

Monthly report May 2020 zCapital Swiss Dividend Fund A

Annual report 2018/19 of the zCapital Funds

Semi-annual report 2018/19 of the zCapital Funds

myclimate has certified zCapital as a carbon-neutral company.

The fund research specialist Morningstar has selected both zCapital funds as the best products in their respective categories and awarded them Morningstar Switzerland Awards 2019.

Annual report 2017/18 of the zCapital Funds

After 10 years as Chairman of zCapital AG, Martino P. Bammatter will step down from the Board of Directors. Carmen Alvarez was newly elected to the Board of Directors.

zCapital was granted the "Best Fund Group Award" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremony for the second time in a row.

zCapital was granted the "Best Fund Group Award 2017" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremony.

Les entreprises suisses cotées en bourse devraient verser quelque 37 milliards de francs à leurs actionnaires au titre de l’exercice 2016, un niveau proche de l’an précédent.

The zCapital Funds are classified as “Securities funds” under the Swiss Collective Investment Schemes Act. They have been registered for distribution to private and institutional investors in Germany.

From 1 January 2016, only existing investors will have access to the zCapital Swiss Small & Mid Cap Fund.

Top score right from the start

According to Morningstar, the fund remains a favourite for Swiss small and mid cap equities and presents an impressive risk/return profile.

As of Wednesday, May 13, 2015, the value date of our two funds is T+2, i.e. two bank working days after the order date (so far T+3).

Morningstar has selected the “zCapital Swiss Small & Mid Cap Fund” as the best product in the “Switzerland Small/Mid Cap Equity” category.

The shareholder services and corporate governance analyses (zRating) have been completely separated from the asset management, so as to increase independence in both fields.

5 years ago, on 6th October 2008, we launched the zSwiss Small & Mid Cap Fund. After a difficult start in the midst of the financial crisis, we can now look back on a successful track record.

For the second time in a row, the zCapital Swiss Small & Mid Cap Fund has received the Lipper Fund Awards in the category "Equity Switzerland Small and Mid Caps".