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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 and Presentation of the index for further information.

Global Family Owned 50

index facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav 31.05.2022
Equal weighted Quarterly: end of March, June, September, December Daily USD 01/01/2007 USD 100.- 379,39

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index 27,11% 23,62% 7,43% -1,39% 7,08%
Benchmark 16,54% 27,36% 5,50% -0,32% 8,15%
2017 2018 2019 2020 2021
Index 27,01% -7,08% 23,73% 6,35% 16,22%
Benchmark 23,07% -8,20% 28,40% 16,50% 22,35%
YTD 1 Yr 3 Yr avg since inception avg
Index -16,45% -16,84% 4,58% 9,03%
Benchmark -12,76% -4,50% 12,47% 6,85%

PERFORMANCE

empty Index Benchmark
2012 27,11% 16,54%
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%
YTD -16,45% -12,76%
1 Yr -16,84% -4,50%
3 Yr avg 4,58% 12,47%
since inception avg 9,03% 6,85%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS