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Global Financial Technology 25

ESG Global Family Owned 50 Dividend Yield Index

Lapis ESG Global Family Owned 50 Dividend Yield

The Lapis ESG Global Family Owned 50 Dividend Yield Index is composed of 50 worldwide equally weighted family-controlled companies based on leading ESG classifications. All companies in our equity index have a market capitalization greater than USD 5 billion and with uninterrupted and continuously increasing dividend payments over the last 10 years. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of March, June, September, and December).

This Lapis equity index is suitable for investors who are seeking a reliable income stream from family owned or controlled businesses. In the past, family-owned companies have often outperformed the general equity market. The main reasons for this success are the conservative capital structure, the superior corporate culture, and the long-term perspective in corporate decision-making.

Global Family Owned 50

index facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav Last Update cancel
Equal weighted Quarterly: end of March, June, September, December Daily USD 01.01.2007 USD 100.- 411.84 31.07.2023

index facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Index 23.62% 7.43% -1.39% 7.08% 27.01%
Benchmark 27.36% 5.50% -0.32% 8.15% 23.07%
2018 2019 2020 2021 2022
Index -7.08% 23.73% 6.35% 15.70% -20.53%
Benchmark -8.20% 28.40% 16.50% 22.35% -17.73%
YTD 1 Yr 3 Yr avg since inception avg
Index 15.13% 12.77% 6.57% 8.91%
Benchmark 19.34% 14.07% 11.95% 7.11%

PERFORMANCE

empty Index Benchmark cancel
2013 23.62% 27.36%
2014 7.43% 5.50%
2015 -1.39% -0.32%
2016 7.08% 8.15%
2017 27.01% 23.07%
2018 -7.08% -8.20%
2019 23.73% 28.40%
2020 6.35% 16.50%
2021 15.70% 22.35%
2022 -20.53% -17.73%
YTD 15.13% 19.34%
1 Yr 12.77% 14.07%
3 Yr avg 6.57% 11.95%
since inception avg 8.91% 7.11%

Constituents

Sector Breakdown

Country Breakdown