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Global Financial Technology 25

Global Family Owned 50 Dividend Yield Analysis

Lapis Global Family Owned 50 Dividend Yield

Lapis Global Family Owned 50 Dividend Yield Analysis 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 Analysis is rebalanced on a quarterly basis (end of March, June, September and December).

See the Factsheet of the Analysis for further information.

Global Family Owned 50

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 01.01.2007 USD 100.- 418.63 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 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
Analysis -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
Analysis 16.70% 16.70% 2.45% 8.79%
Benchmark 24.42% 24.42% 7.85% 7.20%

PERFORMANCE

empty Analysis 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 16.70% 24.42%
1 Yr 16.70% 24.42%
3 Yr avg 2.45% 7.85%
since inception avg 8.79% 7.20%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS