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Global Financial Technology 25

Global Gold Miners 25 Dividend Yield Index

Lapis Global Gold Miners 25 Dividend Yield

The Lapis Global Gold Miners 25 Dividend Yield Index is composed of 25 global gold mining stocks. All companies in our equity index have a market capitalization greater than USD 2 billion and 70 % of them have paid uninterrupted and continuously increasing dividends over the last 5 years. In contrast, a maximum of 30 % of the companies included in our equity index do not apply a strict dividend payment policy. The 10 largest gold mining companies are weighted with 5.5% each and the next 15 companies with 3% each. Our rule-based crite-ria for selecting the most promising companies are applied during the quarterly rebalancing process (end of March, June, September, and December).

This Lapis equity index is suitable for investors who are seeking a small but reliable income stream from gold mining companies with the potential of an important capital appreciation during market disruptions. The performance of gold miners’ companies is highly dependent on the gold price and the respective production costs. Factors such as uncertainty and fear in traditional stocks, or a weak U.S. dollar can drive gold prices (and in turn, gold stocks) higher. Traditionally gold miners enjoy a low correlation with the broader market.

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 01/01/2012 USD 100.- 103,42

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index -0,16% -50,98% -4,10% -26,17% 64,75%
Benchmark -13,89% -52,00% -16,43% -26,32% 62,93%
2017 2018 2019 2020 2021
Index 17,01% -2,49% 41,32% 31,75% -11,71%
Benchmark 9,39% -12,98% 51,05% 25,68% -7,72%
YTD 1 Yr 3 Yr avg since inception avg
Index -3,43% -20,61% 17,53% 0,32%
Benchmark -3,93% -19,85% 19,20% -3,85%

PERFORMANCE

empty Index Benchmark
2012 -0,16% -13,89%
2013 -50,98% -52,00%
2014 -4,10% -16,43%
2015 -26,17% -26,32%
2016 64,75% 62,93%
2017 17,01% 9,39%
2018 -2,49% -12,98%
2019 41,32% 51,05%
2020 31,75% 25,68%
2021 -11,71% -7,72%
YTD -3,43% -3,93%
1 Yr -20,61% -19,85%
3 Yr avg 17,53% 19,20%
since inception avg 0,32% -3,85%

Constituents

Sector Breakdown

Country Breakdown