Passion for Swiss equities

Ratings and Awards - Swiss Small & Mid Cap Fund

Morningstar Swiss Fund Award 2019

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 Swiss Fund Award 2015

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 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 Small & Mid Cap Fund is classified with four stars (class ZA five stars).

Morningstar Medalist Rating: Gold

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 Small & Mid Cap Fund A

Morningstar Disclaimer

Citywire Best Fund Group Award 2017 and 2018

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.

Citywire Disclaimer

Lipper Fund Awards 2012 and 2013

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.

Lipper Disclaimer

This website uses cookies

We use cookies, as well. They facilitate the use of the website. Learn more about