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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 31.03.2022
Equal weighted Quarterly: end of March, June, September, December Daily USD 01/01/2007 USD 100.- 404,56

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index 27,11% 23,62% 7,43% -1,39% 7,08%
Benchmark 16,54% 27,36% 5,50% -0,32% 8,15%
2017 2018 2019 2020 2021
Index 27,01% -7,08% 23,73% 6,35% 15,70%
Benchmark 23,07% -8,20% 28,40% 16,50% 22,35%
YTD 1 Yr 3 Yr avg since inception avg
Index -16,30% -17,21% 4,33% 8,98%
Benchmark -12,76% -4,50% 12,47% 6,85%

PERFORMANCE

empty Index Benchmark
2012 27,11% 16,54%
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%
YTD -16,30% -12,76%
1 Yr -17,21% -4,50%
3 Yr avg 4,33% 12,47%
since inception avg 8,98% 6,85%

Constituents

Sector Breakdown

Country Breakdown