Just a few seconds, please.

Loading actualized data.

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 31.05.2022
Equal weighted Quarterly: end of January, April, July, October Daily USD 01/01/2012 USD 100.- 265,49

index facts

PERFORMANCE

empty 2012 2013 2014 2015 2016
Index 27,89% 2,59% 16,82% 5,80% 5,47%
Benchmark 29,68% 3,55% 15,05% 1,05% 3,79%
2017 2018 2019 2020 2021
Index 13,35% 0,31% 20,13% -6,30% 29,95%
Benchmark 15,58% -5,56% 23,96% -4,22% 29,58%
YTD 1 Yr 3 Yr avg since inception avg
Index -6,66% 2,13% 6,69% 9,83%
Benchmark -12,91% -1,80% 5,05% 8,64%

PERFORMANCE

empty Index Benchmark
2012 27,89% 29,68%
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%
YTD -6,66% -12,91%
1 Yr 2,13% -1,80%
3 Yr avg 6,69% 5,05%
since inception avg 9,83% 8,64%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS