Passion for Swiss equities


ESG Investing Awards 2023 and 2024

The zCapital Swiss ESG Fund won the "ESG Investing Award" in 2023 and 2024, in 2023 in the category "Best ESG Investment Fund: Specialist Equities" and in 2024 in the category "Best ESG Investment Fund: European Equities". An independent jury of financial market professionals, academics and independent experts selected the zCapital Swiss ESG Fund as the winner. The jury assessed the sustainability approach, sustainability reporting and performance of equity funds from around the world.

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

Morningstar Disclaimer

FNG label with 2 stars

The zCapital Swiss ESG Fund has been awarded the FNG label for 2024. According to the Forum Nachhaltige Geldanlagen (FNG), the fund pursues a professional and transparent sustainability approach. The seal is considered the most important quality standard for sustainable investment funds in German-speaking countries. The FNG seal is awarded when all minimum requirements are met. Funds with a sustainability approach that goes beyond the minimum requirements are awarded up to three stars, depending on their implementation. The zCapital Swiss ESG Fund has been awarded two stars.

FNG Label 2024 Certificate zCapital Swiss ESG Fund

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