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Zcapital Swiss Small & Mid Cap Za (0P0001040Y)

Switzerland

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4,414.780 -15.580 -0.35%

28/03 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: LB(Swiss) Investment AG

ISIN: CH0224756806

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.08B

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Zcapital Swiss Small & Mid Cap Za Overview

Find basic information about the Zcapital Swiss Small & Mid Cap Za mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001040Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0224756806)

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Rating

1-Year Change6.1%

Prev. Close4,430.36

Risk Rating

TTM YieldN/A

ROE17.43%

IssuerLB(Swiss) Investment AG

Turnover0.16%

ROA5.68%

Inception DateNov 15, 2013

Total Assets1.08B

Expenses1%

Min. Investment5,000,000

Market Cap7.64B

CategorySwitzerland Small/Mid - Cap Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1061	1056	1122	999	1227	2360
Fund Return	6.06%	5.58%	12.18%	-0.02%	4.17%	8.97%
Place in category	235	82	48	20	50	28
% in Category	85	32	20	15	28	23

Top Equity Funds by zCapital AG

Name	Total Assets	YTD%	3Y%	10Y%
zCapital Swiss Small Mid Cap Fund	1.08B	5.13	0.59	7.28
zCapital Swiss Dividend Fund A	801.37M	7.30	7.24	8.30
zCapital Swiss Dividend Fund ZA	801.37M	9.88	8.35	8.84
Precious Capital Global Mining and	145.99M	29.33	-5.37	12.34
Swiss Opportunity Fund	69.58M	1.47	-7.12	5.05

Top Funds for Switzerland Small/Mid-Cap Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
CH0110869143	1.94B	5.90	0.14	6.88
UBS CH Equity Fund Mid Caps Switzer	1.52B	6.03	0.20	7.49
Pictet CH Swiss Mid Small Cap R dy	1.3B	-4.68	-7.81	6.53
Pictet CH Swiss Mid Small Cap I dy	1.3B	-3.83	-7.00	7.46
Pictet CH Swiss Mid Small Cap P dy	1.3B	8.34	-1.87	8.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
SGS	CH1256740924	5.27	87.60	-0.66%
Baloise Holding	CH0012410517	4.25	185.80	-2.06%
Lindt & Spruengli N	CH0010570759	3.87	116,600.0	+0.69%
Julius Baer	CH0102484968	3.77	60.54	-2.51%
Sandoz	CH1243598427	3.70	37.29	-1.58%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Strong Sell	BUY	Strong Buy
Summary	Strong Sell	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	zCapital Swiss Sm.	4,414.780	-15.580	-0.35%
	GQG Partners Emer.	16.150	+0.020	+0.12%