zCapital Swiss Small & Mid Cap A header image

zCapital Swiss Small & Mid Cap A

Fund

ISIN CH0045341648 / Valor 4534164

NAV (2025-02-13)
CHF 4,300.54+0.91%

zCapital Swiss Small & Mid Cap A
UMushroom community rating:

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5.00 2 votes No rating yet
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General Objective

The primary objective of this fund is to outperform the SPI EXTRA® - SIX Swiss Exchange Index by investing in equity securities and rights of small and mid cap companies in Switzerland.

Fund Exposure

The fund is exposed to Swiss small and mid cap companies that are included in the SPI EXTRA® - SIX Swiss Exchange Index. The portfolio manager has the discretion to select and weight these companies within specified investment restrictions.

Risks

Investors in this fund should be aware of the potential for considerable fluctuations and long-lasting declines in the inventory value of the fund. Additionally, the fund may use derivatives for hedging purposes, but not to change its investment objectives.

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Source

https://www.zcapital.ch/de/

Tags:
switzerland small cap spi extra

Ratings & reviews

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5.00

2 votes
Performance:
starstarstarstarstar
5.00
Innovation:
starstarstarstarstar
4.00
Society:
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3.00
Nature:
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3.00
Tonia Zimmermann
Switzerland, 15 May 2023
star star star star star
Longstanding dedicated expertise to the Swiss stock market
Luba Schoenig
Switzerland, 16 May 2023
star star star star star
A systematically successful fund in the field of small and mid caps

OTHER SHARE CLASSES OF THIS FUND

zCapital Swiss Small & Mid Cap M
zCapital Swiss Small & Mid Cap M zCapital Swiss Small & Mid Cap M Valor: 12711662
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Annual Return

-50%0%+50%

Risk level

110
0.92%CHF 1,125.25
zCapital Swiss Small & Mid Cap ZA
zCapital Swiss Small & Mid Cap ZA zCapital Swiss Small & Mid Cap ZA Valor: 22475680
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%CHF 4,566.53