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Global Financial Technology 25

ESG Swiss Top 25 Dividend Yield Index

Lapis ESG Swiss Top 25 Dividend Yield

The Lapis ESG Swiss Top 25 Dividend Yield Index is composed of 25 Swiss companies included in one of the leading ESG equity indices. The stocks are equally weighted with market capitalization greater than CHF 2.5 billion and with uninterrupted and continuously increasing dividend payments over the last 5 years. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of January, April, July, and October).

This Lapis equity index is suitable for investors who are seeking a reliable income stream from Swiss companies. Switzerland is one of the most stable countries in the world in political, legal and economic terms. The optimal economic conditions and the stable Swiss Franc make Switzerland an attractive location for national and international companies.

Regional Swiss Top 25

index facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav 30.11.2022 cancel
Equal weighted Quarterly: end of January, April, July, October Daily CHF 01.01.2012 CHF 100.- 329.92

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016 cancel
Index 14.00% 24.07% 17.58% 10.26% 8.98%
Benchmark 16.80% 20.41% 12.02% 1.66% -1.58%
2017 2018 2019 2020 2021
Index 19.70% -9.39% 32.00% 3.35% 21.29%
Benchmark 17.90% -7.04% 29.60% 3.54% 23.74%
YTD 1 Yr 3 Yr avg since inception avg
Index -8.34% -3.32% 5.61% 11.35%
Benchmark -11.11% -5.87% 5.10% 9.21%

PERFORMANCE

empty Index Benchmark cancel
2012 14.00% 16.80%
2013 24.07% 20.41%
2014 17.58% 12.02%
2015 10.26% 1.66%
2016 8.98% -1.58%
2017 19.70% 17.90%
2018 -9.39% -7.04%
2019 32.00% 29.60%
2020 3.35% 3.54%
2021 21.29% 23.74%
YTD -8.34% -11.11%
1 Yr -3.32% -5.87%
3 Yr avg 5.61% 5.10%
since inception avg 11.35% 9.21%

Constituents

Sector Breakdown

Market Cap Breakdown