zCapital Swiss Small & Mid Cap S header image

zCapital Swiss Small & Mid Cap S

Fund

ISIN CH1392254624 / Valor null

NAV (2025-12-16)
CHF 1,077.11-0.36%

zCapital Swiss Small & Mid Cap S
UMushroom community rating:

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5.00 2 votes No rating yet
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The zCapital Swiss Small & Mid Cap Fund invests in a diverse selection of Swiss small and mid-sized companies across various industries. Its portfolio includes insurance companies like Baloise, technology manufacturers such as RS Group, utility providers like BKW, and private equity stakes in dermatology firms through investments like Galderma. By focusing on these dynamic sectors, the fund aims to leverage the growth potential of Switzerland’s emerging and established businesses.

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Tags:
switzerland small cap spi extra

Ratings & reviews

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5.00

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

OTHER SHARE CLASSES OF THIS FUND

zCapital Swiss Small & Mid Cap ZA
zCapital Swiss Small & Mid Cap ZA zCapital Swiss Small & Mid Cap ZA Valor: 22475680
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Annual Return

-50%0%+50%

Risk level

110
-0.36%CHF 4,780.22
zCapital Swiss Small & Mid Cap A
zCapital Swiss Small & Mid Cap A zCapital Swiss Small & Mid Cap A Valor: 4534164
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Annual Return

-50%0%+50%

Risk level

110
-0.37%CHF 4,473.03
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
-0.36%CHF 1,183.64