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Global Financial Technology 25

Lapis Global Serial Acquirers 25 Analysis

Lapis Global Serial Acquirers 25 Analysis

The Lapis Global Serial Acquirers 25 Analysis is composed of 25 worldwide best-know and leading acquisition-driven compounders companies. All stocks are equally weighted, and the rule-based Analysis is rebalanced on a yearly basis (end of March).

This Lapis equity analysis is suitable for investors aiming to capitalize on the growth potential of globally recognized companies renowned for their acquisition-driven compound growth strategies. This select group of 25 firms represents a diverse array of industries and geographies, with each stock equally weighted.

Analysis facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav Last Update cancel
Equal weighted Yearly: end of March Daily USD 01.01.2018 USD 100.- 407.85 30.04.2024

Analysis facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav Last Update cancel
Equal weighted Yearly: end of March Daily USD 01.01.2018 USD 100.- 407.85 30.04.2024

PERFORMANCE

empty 2014 2015 2016 2017 2018 cancel
Analysis - - - - 1.90%
Benchmark - - - - -8.21%
2019 2020 2021 2022 2023
Analysis 56.79% 51.92% 58.66% -24.99% 38.97%
Benchmark 28.40% 16.45% 22.35% -17.78% 24.42%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 1.59% 16.06% 11.26% 24.86%
Benchmark 5.01% 18.96% 5.97% 9.78%

PERFORMANCE

empty Analysis Benchmark cancel
2014 - -
2015 - -
2016 - -
2017 - -
2018 1.90% -8.21%
2019 56.79% 28.40%
2020 51.92% 16.45%
2021 58.66% 22.35%
2022 -24.99% -17.78%
2023 38.97% 24.42%
YTD 1.59% 5.01%
1 Yr 16.06% 18.96%
3 Yr avg 11.26% 5.97%
since inception avg 24.86% 9.78%

Constituents

Sector Breakdown

Country Breakdown