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Global Financial Technology 25

Global Natural Resources Dividend Yield Index

Lapis Global Natural Resources 25 Dividend Yield

The Lapis Global Natural Resources 25 Dividend Yield Index is composed of 25 worldwide leading natural resources companies. All companies in our equally weighted equity index have a market capitalization greater than USD 10 billion and have paid uninterrupted and continuously increasing dividends over the last 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).

This Lapis equity index is suitable for investors who are seeking a reliable strong income stream from companies operating in the global natural resources industry. The sector shows a cyclical growing with a positive diversification benefits relative to traditional asset classes. The demand for natural resources is expected to increase due to growing populations and rising per capita income in global markets. These factors make natural resources one of the most interesting sectors in the medium-long term.

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.- 272,79

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index 8,83% 17,68% 0,57% -11,19% 33,15%
Benchmark 6,88% 1,55% -9,66% -24,00% 32,28%
2017 2018 2019 2020 2021
Index 19,54% -10,56% 27,38% -20,79% 32,12%
Benchmark 22,66% -12,57% 17,20% 0,68% 25,20%
YTD 1 Yr 3 Yr avg since inception avg
Index 25,66% 31,80% 14,33% 10,11%
Benchmark 17,01% 19,40% 18,02% 5,96%

PERFORMANCE

empty Index Benchmark
2012 8,83% 6,88%
2013 17,68% 1,55%
2014 0,57% -9,66%
2015 -11,19% -24,00%
2016 33,15% 32,28%
2017 19,54% 22,66%
2018 -10,56% -12,57%
2019 27,38% 17,20%
2020 -20,79% 0,68%
2021 32,12% 25,20%
YTD 25,66% 17,01%
1 Yr 31,80% 19,40%
3 Yr avg 14,33% 18,02%
since inception avg 10,11% 5,96%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS