Passion for Swiss equities

Ratings and awards

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

zCapital Swiss Dividend Fund was rated by Morningstar for the first time ever in November 2015. It earned the top score of 5 stars right from the start.

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 5 stars and the following 22.5% 4 stars. Morningstar’s rating system is an objective mathematical evaluation of investment funds based on their past performance. 

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.

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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