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Global Financial Technology 25

ESG Global Family Owned 50 Dividend Yield Analysis

Lapis ESG Global Family Owned 50 Dividend Yield

The Lapis ESG Global Family Owned 50 Dividend Yield Analysis is composed of 50 worldwide equally weighted family-controlled companies based on leading ESG classifications. All companies in our equity Analysis 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 Analysis 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

Analysis 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.- 414.72 29/12/2023
Weighting Method Equal weighted empty
Rebalancing Frequency Quarterly: end of March, June, September, December
Calculation Frequency Daily
Calculation Currency USD
Launch Date 01.01.2007
Initial Price USD 100.-
Nav 31.12.2023 414.72

Analysis facts

Weighting Method Equal weighted empty
Rebalancing Frequency Quarterly: end of March, June, September, December
Calculation Frequency Daily
Calculation Currency USD
Launch Date 01.01.2007
Initial Price USD 100.-
Nav 31.12.2023 414.72

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 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
Analysis -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
Analysis 16.02% 16.02% 2.11% 8.72%
Benchmark 24.42% 24.42% 7.85% 7.20%

PERFORMANCE

empty Analysis 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 16.02% 24.42%
1 Yr 16.02% 24.42%
3 Yr avg 2.11% 7.85%
since inception avg 8.72% 7.20%

Constituents

Sector Breakdown

Country Breakdown