zCapital Swiss Small & Mid Cap A
UMushroom community rating:
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:
switzerlandsmall capspi extra
Ratings & reviews
5.00
2 votes
Performance:
5.00
Innovation:
4.00
Society:
3.00
Nature:
3.00
Tonia Zimmermann
Switzerland, 15 May 2023
Longstanding dedicated expertise to the Swiss stock market
Luba Schoenig
Switzerland, 16 May 2023
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
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