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Zcapital Swiss Small & Mid Cap Za (0P0001040Y)

Switzerland

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4,212.740 +21.420 +0.51%

23/12 - Delayed Data. Currency in CHF

Morningstar Rating:
Total Assets: 1.06B

Type: Fund

Market: Switzerland

Issuer: LB(Swiss) Investment AG

ISIN: CH0224756806

Asset Class: Equity

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0P0001040Y 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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Technical Chart

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Rating

1-Year Change4.31%

Prev. Close4,191.32

Risk Rating

TTM YieldN/A

ROE17.23%

IssuerLB(Swiss) Investment AG

Turnover0.22%

ROA5.75%

Inception DateNov 15, 2013

Total Assets1.06B

Expenses1.01%

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	1099	1048	1120	956	1289	2243
Fund Return	9.94%	4.82%	12.03%	-1.5%	5.21%	8.41%
Place in category	79	70	132	27	77	23
% in Category	33	30	53	19	46	19

Top Equity Funds by zCapital AG

Name	Total Assets	YTD%	3Y%	10Y%
zCapital Swiss Small Mid Cap Fund	1.02B	5.69	-2.78	7.24
zCapital Swiss Dividend Fund A	680.25M	10.27	5.19	8.05
zCapital Swiss Dividend Fund ZA	680.25M	10.54	5.45	8.33
Precious Capital Global Mining and	117.85M	37.86	-4.64	13.12
Swiss Opportunity Fund	66.18M	1.76	-5.28	5.07

Top Funds for Switzerland Small/Mid-Cap Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
CH0110869143	1.84B	4.76	-3.66	6.68
Pictet CH Swiss Mid Small Cap Z dy	1.39B	-2.25	-4.34	8.43
Pictet CH Swiss Mid Small Cap I dy	1.39B	-2.86	-4.87	7.73
Pictet CH Swiss Mid Small Cap P dy	1.39B	-3.22	-5.19	7.34
Pictet CH Swiss Mid Small Cap R dy	1.39B	-3.65	-5.70	6.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
SGS	CH1256740924	5.23	90.76	+0.13%
Baloise Holding	CH0012410517	4.14	163.60	-0.24%
Lindt & Spruengli N	CH0010570759	3.59	99,000.0	+0.81%
Sandoz	CH1243598427	3.55	37.08	+0.05%
VAT Group	CH0311864901	3.50	346.90	+0.78%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	zCapital Swiss Sm.	4,212.740	+21.420	+0.51%