Passion for Swiss equities

Awards

ESG Investing Award 2023

The zCapital Swiss ESG Fund has won the "ESG Investing Award 2023" in the category "Best ESG Investment Fund: Specialist Equities". An independent jury of financial market experts, academics and independent experts selected the zCapital Swiss ESG Fund as the winner from a field of 17 funds. The jury evaluated equity funds from around the world on their sustainability approach, sustainability reporting and performance.

Morningstar Medalist Rating: Bronze

The Morningstar Medalist 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. The top three ratings of Gold, Silver, and Bronze all indicate that Morningstar analysts expect the rated investment vehicle to produce positive alpha relative to its Morningstar Category index or category median over the long term. 

Morningstar Global Fund Report - zCapital Swiss  ESG Fund A

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