Passion for Swiss equities
The “zCapital Swiss Small & Mid Cap Fund” was selected as the best product in the “Switzerland Small/Mid 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, the fund research company, has selected the “zCapital Swiss Small & Mid Cap Fund” as the best product in the “Switzerland Small/Mid Cap Equity” category, and has honoured it with the 2015 Morningstar Swiss Fund Award. It prevailed over 65 other fund tranches. The award takes into account performance and risks assumed over the last five years.
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 class A is classified with 5 and the class ZA with 4 stars.
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. The Analyst Rating is based on the analyst's conviction in the fund's ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term. 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.
Citywire awards ratings to fund managers with the best risk-adjusted performance over a three-year period. It tracks more than 15,000 active portfolio managers. Less than 25% of these professionals even qualify for one of Citywire’s ratings (AAA, AA, A or +).
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.
zCapital Swiss Small & Mid Cap Fund received Lipper Fund Awards 2012 and 2013 in the “Equity Switzerland Small and Mid Caps” category. Awards are given to the top-performing investment funds in various asset classes over a three-year period.