29 Mar Global Financial Technology 25 DY
The Lapis Global Financial Technology 25 Dividend Yield Index is composed of 25 worldwide companies that are responsible for the smooth functioning of the global financial market. All companies in our equally weighted equity index have a market capitalization greater than USD 5 billion and 80% of them have paid uninterrupted and continuously increasing dividends over the last 5 years. A maximum of 20% of the companies included in our unique equity index do not apply a strict dividend payment policy and have paid their regular dividends for less than 5 years.
Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of January, April, July, and October).
The Lapis Global Financial Technology 25 Dividend Yield Index allows for a focused investment in the most successful companies that form the backbone of the global financial system. Shares of banks and asset management companies that are at the forefront and thus most affected by the ongoing digital transformation are deliberately excluded from our dividend yield index.
See the Factsheet and Brochure of the index for further information.
index facts
| Weighting Method | Rebalancing Frequency | Calculation Frequency | Calculation Currency | Launch Date | Initial Price | Nav | Last Update | cancel |
|---|---|---|---|---|---|---|---|---|
| Equal weighted | Quarterly: end of January, April, July, October | Daily | USD | 01.01.2012 | USD 100.- | 581.27 | 31.10.2023 |
index facts
PERFORMANCE
| empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
|---|---|---|---|---|---|---|
| Index | 46.11% | 12.76% | 16.07% | 8.89% | 36.76% | |
| Benchmark | 27.36% | 5.50% | -0.32% | 8.15% | 23.07% | |
| 2018 | 2019 | 2020 | 2021 | 2022 | ||
| Index | 6.44% | 45.31% | 22.78% | 7.60% | -19.26% | |
| Benchmark | -8.20% | 28.40% | 16.50% | 22.35% | -17.73% | |
| YTD | 1 Yr | 3 Yr avg | since inception avg | |||
| Index | 0.31% | 2.32% | 0.96% | 16.03% | ||
| Benchmark | 19.34% | 11.05% | 8.65% | 10.04% |
PERFORMANCE
| empty | Index | Benchmark | cancel |
|---|---|---|---|
| 2013 | 46.11% | 27.36% | |
| 2014 | 12.76% | 5.50% | |
| 2015 | 16.07% | -0.32% | |
| 2016 | 8.89% | 8.15% | |
| 2017 | 36.76% | 23.07% | |
| 2018 | 6.44% | -8.20% | |
| 2019 | 45.31% | 28.40% | |
| 2020 | 22.78% | 16.50% | |
| 2021 | 7.60% | 22.35% | |
| 2022 | -19.26% | -17.73% | |
| YTD | 0.31% | 19.34% | |
| 1 Yr | 2.32% | 11.05% | |
| 3 Yr avg | 0.96% | 8.65% | |
| since inception avg | 16.03% | 10.04% |
