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 4 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 Swiss ESG Fund is classified with four stars.
FNG label with 2 stars
The zCapital Swiss ESG Fund has been awarded the FNG label for 2025. 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.