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Global Financial Technology 25

ESG Global Software Technology 25 Dividend Yield Analysis

Lapis ESG Global Software Technology 25 Dividend Yield

The Lapis ESG Global Software Technology 25 Dividend Yield Analysis is composed of 25 worldwide companies offering software technology solutions based on leading ESG classifications. All companies in our equally weighted equity Analysis have a market capitalization greater than USD 5 billion and 60% of them have paid uninterrupted and continuously increasing dividends over the last 5 years. Hence, a maximum of 40 % of the companies included in our unique equity Analysis do not apply a strict dividend payment policy and have paid their regular dividends for less than 5 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 an investment exposure to the fast growing global software technology industry with a below average but strong increasing income stream. This field penetrates all aspects of our life in the information age: individuals and businesses rely on operating systems and applications to carry out daily tasks. The software sector has the highest growth rate within the tech industry and is projected to strongly grow further in the next few years.

Lapis Global Software Technology 25 Dividend Yield Analysis

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 01.01.2012 USD 100.- 674.67 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 31.57% 12.89% 14.60% 9.56% 32.54%
Benchmark 23.44% 4.71% -1.84% 8.49% 24.62%
2018 2019 2020 2021 2022
Analysis 9.19% 32.35% 34.07% 11.27% -32.18%
Benchmark -8.93% 27.30% 16.82% 19.04% -17.96%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 47.49% 47.49% 3.73% 17.25%
Benchmark 22.81% 22.81% 6.31% 10.31%

PERFORMANCE

empty Analysis Benchmark cancel
2013 31.57% 23.44%
2014 12.89% 4.71%
2015 14.60% -1.84%
2016 9.56% 8.49%
2017 32.54% 24.62%
2018 9.19% -8.93%
2019 32.35% 27.30%
2020 34.07% 16.82%
2021 11.27% 19.04%
2022 -32.18% -17.96%
YTD 47.49% 22.81%
1 Yr 47.49% 22.81%
3 Yr avg 3.73% 6.31%
since inception avg 17.25% 10.31%

Constituents

Sector Breakdown

Country Breakdown