Facts - Swiss ESG Fund

The zCapital Swiss ESG Fund invests in Swiss equities which have an attractive risk and return profile and qualify as sustainable companies. The fund's assets are invested in a concentrated portfolio of 25 to 35 stocks from the SPI (Swiss Performance Index) universe. zCapital invests with a long-term horizon through an active selection process which follows a bottom-up approach. In addition to ESG integration, companies which violate social and environmental criteria are excluded. The sustainability of companies is also promoted through engagement and voting.