Passion for Swiss equities

Rating and Awards - Swiss Dividend Fund

Morningstar Swiss Fund Award 2019

The “zCapital Swiss Dividend Fund” was selected as the best product in the “Switzerland Large-Cap Equity" category, and won the Morningstar Switzerland Fund Award 2019. The Morningstar Switzerland Awards recognise those funds which have delivered the greatest outperformance, on a risk-adjusted basis, in 2018, and over the longer term. In Switzerland, Morningstar only awarded a total of five category awards.

Morningstar 5 Stars

Morningstar rates investment funds that have a track record of at least three years. They are grouped into categories for comparison purposes and the top 10% of the funds in each category are awarded five stars and the following 22.5% four stars. Morningstar’s rating system is an objective mathematical evaluation of investment funds based on their past performance. Currently, the zCapital Dividend Fund is classified with five stars.

Morningstar Analyst Rating: Silver

The Morningstar Analyst Rating is the summary expression of Morningstar's forward-looking analysis of a fund. Morningstar analysts assign the ratings on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, a Neutral rating, and a Negative rating. If a fund receives a positive rating of Gold, Silver, or Bronze, it means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years. Class A is classified with a Silver rating (class ZA Gold rating). 

Morningstar Global Fund Report - zCapital Swiss Dividend Fund A

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Citywire Best Fund Group Award 2017 and 2018

zCapital was granted the "Best Fund Group Award 2017" and the "Best Fund Group Award 2018" in the category "Equity - Switzerland" at Citywire’s Switzerland Awards ceremonies. 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.

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