
30 Mar ESG Global Water 25 Dividend Yield Index
Lapis ESG Global Water 25 Dividend Yield
The Lapis ESG Global Water 25 Dividend Yield Index is composed of 25 equally weighted Water related stocks based on a recognized ESG classification. All companies in our equity index 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 index 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.

index 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.- | 395.76 | 28.04.2023 |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
Rebalancing Frequency | Quarterly: end of March, June, September, December | |
Calculation Frequency | Daily | |
Calculation Currency | USD | |
Launch Date | 01.01.2012 | |
Initial Price | USD 100.- | |
Nav 30.04.2023 | 395.76 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 37.57% | 2.91% | 8.04% | 10.76% | 31.39% | |
Benchmark | 27.36% | 5.50% | -0.32% | 8.15% | 23.07% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | -11.63% | 35.48% | 15.13% | 28.93% | -22.77% | |
Benchmark | -8.20% | 28.40% | 16.50% | 22.35% | -17.73% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 8.27% | -1.16% | 12.57% | 12.91% | ||
Benchmark | 9.82% | 1.35% | 14.20% | 10.64% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
2013 | 37.57% | 27.36% | |
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% | |
YTD | 8.27% | 9.82% | |
1 Yr | -1.16% | 1.35% | |
3 Yr avg | 12.57% | 14.20% | |
since inception avg | 12.91% | 10.64% |