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Global Financial Technology 25

Global Family Owned 50 Dividend Yield Index

Lapis Global Family Owned 50 Dividend Yield

Lapis Global Family Owned 50 Dividend Yield Index is composed of 50 worldwide equally weighted family controlled companies with a market capitalization greater than USD 5 billion and with uninterrupted and continuously increasing dividend payments over the last 10 years. The Index is rebalanced on a quarterly basis (end of March, June, September and December).

See the Factsheet of the index for further information.

Global Family Owned 50

index facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency ISIN Bloomberg Ticker Reuters Ticker Launch Date Initial Price Nav Last Update cancel
Equal weighted Quarterly: end of March, June, September, December Daily USD DE000SLA98D2 LAPISFYT Index .LAPISFYT 01.01.2007 USD 100.- 414.17 31.07.2023

index facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Index 23.62% 7.43% -1.39% 7.08% 27.01%
Benchmark 27.36% 5.50% -0.32% 8.15% 23.07%
2018 2019 2020 2021 2022
Index -7.08% 23.73% 6.35% 16.22% -20.90%
Benchmark -8.20% 28.40% 16.50% 22.35% -17.73%
YTD 1 Yr 3 Yr avg since inception avg
Index 15.29% 12.88% 6.77% 8.94%
Benchmark 19.34% 14.07% 11.95% 7.11%

PERFORMANCE

empty Index Benchmark cancel
2013 23.62% 27.36%
2014 7.43% 5.50%
2015 -1.39% -0.32%
2016 7.08% 8.15%
2017 27.01% 23.07%
2018 -7.08% -8.20%
2019 23.73% 28.40%
2020 6.35% 16.50%
2021 16.22% 22.35%
2022 -20.90% -17.73%
YTD 15.29% 19.34%
1 Yr 12.88% 14.07%
3 Yr avg 6.77% 11.95%
since inception avg 8.94% 7.11%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS