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Global Financial Technology 25

Global Real Estate 25 Dividend Yield Index

Lapis Global Real Estate 25 Dividend Yield

The Lapis Global Real Estate 25 Dividend Yield Index is com-posed of 25 equally weighted Real Estate related stocks, with a minimum of USD 5 billion of market capitalization and with uninterrupted and continuously increasing dividend pay-ments over the last 10 years. Our rule-based criteria for select-ing 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 seek-ing a reliable long-term income stream from real estate com-panies. This asset class produces a predictable income stream from hard assets which provides protection against a poten-tial increase in inflation. All companies included in our equity index professionally manage portfolios consisting of com-mercial and residential properties.

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.- 245.30 31.07.2023

index facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Index 2.59% 16.82% 5.80% 5.47% 13.35%
Benchmark 3.55% 15.05% 1.05% 3.79% 15.58%
2018 2019 2020 2021 2022
Index 0.31% 20.13% -6.30% 29.95% -15.30%
Benchmark -5.56% 23.96% -4.22% 29.58% -24.46%
YTD 1 Yr 3 Yr avg since inception avg
Index 1.30% -8.33% 7.27% 8.05%
Benchmark 4.01% -9.59% 2.93% 6.78%

PERFORMANCE

empty Index Benchmark cancel
2013 2.59% 3.55%
2014 16.82% 15.05%
2015 5.80% 1.05%
2016 5.47% 3.79%
2017 13.35% 15.58%
2018 0.31% -5.56%
2019 20.13% 23.96%
2020 -6.30% -4.22%
2021 29.95% 29.58%
2022 -15.30% -24.46%
YTD 1.30% 4.01%
1 Yr -8.33% -9.59%
3 Yr avg 7.27% 2.93%
since inception avg 8.05% 6.78%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS