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Global Financial Technology 25

Global Financial Technology 25 DY

Lapis Global
Financial Technology 25
Dividend Yield

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.

Global Financial Technology 25

index facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav 31.05.2022
Equal weighted Quarterly: end of January, April, July, October Daily USD 01/01/2012 USD 100.- 619,94

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index 22.10% 46.11% 12.76% 16.07% 8.89%
Benchmark 15.51% 40.12% 14.75% 6.96% 8.87%
2017 2018 2019 2020 2021
Index 36.76% 6.44% 45.31% 22.78% 7.60%
Benchmark 29.64% -2.84% 36.69% 44.92% 22.18%
YTD 1 Yr 3 Yr avg since inception avg
Index -13.61% -12.93% 10.80% 19.03%
Benchmark -22.53% -11.53% 17.57% 16.95%

PERFORMANCE

empty Index Benchmark
2012 22.10% 15.51%
2013 46.11% 40.12%
2014 12.76% 14.75%
2015 16.07% 6.96%
2016 8.89% 8.87%
2017 36.76% 29.64%
2018 6.44% -2.84%
2019 45.31% 36.69%
2020 22.78% 44.92%
2021 7.60% 22.18%
YTD -13.61% -22.53%
1 Yr -12.93% -11.53%
3 Yr avg 10.80% 17.57%
since inception avg 19.03% 16.95%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS