Recognising the perils. We analyse, assess, invest.
Passion for Swiss equities
News Overview
zMonthly Dividend Fund 01/2021
Monthly report January 2021 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 01/2021
Monthly report January 2021 zCapital Swiss Small & Mid Cap Fund A
Annual report 2019/20
Annual report 2019/20 of the zCapital Funds
zCapital launches Swiss sustainability fund
zCapital launches a new equity fund, the zCapital Swiss ESG Fund.
zMonthly Dividend Fund 12/2020
Monthly report December 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 12/2020
Monthly report December 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 11/2020
Monthly report November 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 11/2020
Monthly report November 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 10/2020
Monthly report October 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 10/2020
Monthly report October 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly SMC Fund 09/2020
Monthly report September 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 09/2020
Monthly report September 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 08/2020
Monthly report August 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 08/2020
Monthly report August 2020 zCapital Swiss Dividend Fund A
zMonthly Dividend Fund 07/2020
Monthly report July 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 07/2020
Monthly report July 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly SMC Fund 06/2020
Monthly report June 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 06/2020
Monthly report June 2020 zCapital Swiss Dividend Fund A
Gold rating from Morningstar
zCapital funds have been awarded the qualitative Morningstar Analyst Rating Gold.
Semi-annual report 2019/20
Semi-annual report 2019/20 of the zCapital Funds
zMonthly SMC Fund 05/2020
Monthly report May 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 05/2020
Monthly report May 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 04/2020
Monthly report April 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 04/2020
Monthly report April 2020 zCapital Swiss Dividend Fund A
zMonthly SMC Fund 03/2020
Monthly report March 2020 zCapital Swiss Small & Mid Cap Fund A
zMonthly Dividend Fund 03/2020
Monthly report March 2020 zCapital Swiss Dividend Fund A
Annual report 2018/19
Annual report 2018/19 of the zCapital Funds
Semi-annual report 2018/19
Semi-annual report 2018/19 of the zCapital Funds
zCapital is climate neutral
myclimate has certified zCapital as a carbon-neutral company.
zCapital wins two Morningstar Awards
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
Annual report 2017/18 of the zCapital Funds
Changes in the Board of Directors
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 again wins Citywire's Best Fund Group Award
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 wins Best Fund Group Award from Citywire
zCapital was granted the "Best Fund Group Award 2017" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremony.
Le Temps: Une pluie de dividendes est attendue en 2017
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.
zCapital funds registered for distribution in Germany
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.
Soft closing of the zCapital Swiss Small & Mid Cap Fund
From 1 January 2016, only existing investors will have access to the zCapital Swiss Small & Mid Cap Fund.
Morningstar: 5 stars for zCapital Swiss Dividend Fund
Top score right from the start
Morningstar: Excellent choice for Swiss small and mid caps
According to Morningstar, the fund remains a favourite for Swiss small and mid cap equities and presents an impressive risk/return profile.
Valute date T+2
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).
zCapital Swiss Small & Mid Cap Fund Wins Morningstar Award
Morningstar has selected the “zCapital Swiss Small & Mid Cap Fund” as the best product in the “Switzerland Small/Mid Cap Equity” category.
Separation of shareholder services and asset management
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 zCapital Swiss Small & Mid Cap Fund
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.
Lipper Fund Awards for zCapital
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".