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Global Financial Technology 25

Regional Swiss Small & MidCap 25 Dividend Yield Analysis

Lapis Swiss Small & MidCap 25 Dividend Yield

The Lapis Swiss Small & MidCap 25 Dividend Yield Analysis is composed of 25 equally weighted Swiss stocks with a market capitalization between CHF 2.5 billion and CHF 15 billion and with uninterrupted and continuously increasing dividend payments 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 seeking a reliable income stream from Swiss small and mid-sized companies which have demonstrated strong long-term returns and higher sales growth rates than Swiss large-cap companies. The stable economic environment of Switzerland its optimal economic conditions make this sector a very attractive consideration.

Analysis facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav 30.04.2023 cancel
Equal weighted Quarterly: end of January, April, July, October Daily CHF 01.01.2012 CHF 100.-

Analysis facts

PERFORMANCE

PERFORMANCE

empty Analysis Benchmark cancel
2013 24.29% 31.36%
2014 19.42% 12.30%
2015 19.36% 11.26%
2016 13.37% 6.91%
2017 26.85% 33.04%
2018 -11.11% -17.14%
2019 30.93% 35.00%
2020 7.53% 5.72%
2021 14.50% 22.35%
2022 -14.69% -26.25%
YTD 14.65% 6.39%
1 Yr 14.65% 6.39%
3 Yr avg 3.90% -1.35%
since inception avg 12.26% 9.45%

Constituents

Sector Breakdown

MARKET CAP Breakdown