
30 Mar 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.

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.- |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
Rebalancing Frequency | Quarterly: end of January, April, July, October | |
Calculation Frequency | Daily | |
Calculation Currency | CHF | |
Launch Date | 01.01.2012 | |
Initial Price | CHF 100.- | |
Nav 30.04.2023 | 364.29 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 24.07% | 17.58% | 10.26% | 8.98% | 19.70% | |
Benchmark | 20.41% | 12.02% | 1.66% | -1.58% | 17.90% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | -9.39% | 32.00% | 3.35% | 21.29% | -10.48% | |
Benchmark | -7.04% | 29.60% | 3.54% | 23.74% | -14.29% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 13.05% | 4.48% | 14.61% | 11.89% | ||
Benchmark | 9.46% | -2.34% | 8.15% | 9.38% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
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% | |
2022 | -10.48% | -14.29% | |
YTD | 13.05% | 9.46% | |
1 Yr | 4.48% | -2.34% | |
3 Yr avg | 14.61% | 8.15% | |
since inception avg | 11.89% | 9.38% |