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Global Financial Technology 25

Global Natural Resources Dividend Yield Analysis

Lapis Global Natural Resources 25 Dividend Yield

The Lapis Global Natural Resources 25 Dividend Yield Analysis is composed of 25 worldwide leading natural resources companies. All companies in our equally weighted equity Analysis 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 Analysis 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.

Analysis 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.- 295.59 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 17.68% 0.57% -11.19% 33.15% 19.54%
Benchmark 1.55% -9.66% -24.00% 32.28% 22.66%
2018 2019 2020 2021 2022
Analysis -10.56% 27.38% -20.79% 32.12% 22.59%
Benchmark -12.57% 17.20% 0.68% 25.20% 10.32%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 11.31% 11.31% 21.57% 9.45%
Benchmark 4.08% 4.08% 12.60% 4.99%

PERFORMANCE

empty Analysis Benchmark cancel
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%
2022 22.59% 10.32%
YTD 11.31% 4.08%
1 Yr 11.31% 4.08%
3 Yr avg 21.57% 12.60%
since inception avg 9.45% 4.99%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS