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Global Financial Technology 25

ESG Global Water 25 Dividend Yield Analysis

Lapis ESG Global Water 25 Dividend Yield

The Lapis ESG Global Water 25 Dividend Yield Analysis is composed of 25 equally weighted Water related stocks based on a recognized ESG classification. All companies in our equity Analysis have a minimum of USD 2.5 billion of market capitalization and have paid uninterrupted and continuously increasing dividends over the last 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 a reliable income stream from companies operating in the global water-related industry. The purification and conservation of water for homes and businesses, including all the related industries in utilities, infrastructure, equipment, instruments and materials elevates this field to one of the most promising sectors. The water industry will continue to show steady growth rates in terms of volumes and profits due to the increasing need of this essential commodity.

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.- 448.77 30.04.2024

Analysis facts

PERFORMANCE

empty 2014 2015 2016 2017 2018 cancel
Analysis 2.91% 8.04% 10.76% 31.39% -11.63%
Benchmark 5.50% -0.32% 8.15% 23.07% -8.20%
2019 2020 2021 2022 2023
Analysis 35.48% 15.13% 28.93% -22.77% 20.00%
Benchmark 28.40% 16.50% 22.35% -17.73% 24.42%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 2.25% 13.34% 2.85% 12.94%
Benchmark 5.01% 18.96% 5.97% 11.29%

PERFORMANCE

empty Analysis Benchmark cancel
2014 2.91% 5.50%
2015 8.04% -0.32%
2016 10.76% 8.15%
2017 31.39% 23.07%
2018 -11.63% -8.20%
2019 35.48% 28.40%
2020 15.13% 16.50%
2021 28.93% 22.35%
2022 -22.77% -17.73%
2023 20.00% 24.42%
YTD 2.25% 5.01%
1 Yr 13.34% 18.96%
3 Yr avg 2.85% 5.97%
since inception avg 12.94% 11.29%

Constituents

Sector Breakdown

Country Breakdown