ESG
ESG Swiss Top 25 Dividend Yield
The LAPIS ESG Swiss Top 25 Dividend Yield Analysis is composed of 25 Swiss companies, selected from companies with an ESG rating of at least BB (scale CCC to AAA) from an internationally recognised, independent ESG rating provider (source: Bloomberg). All companies in our equally weighted equity analysis have a market capitalisation greater than CHF 2.5 billion and have paid uninterrupted dividends over the last 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
ESGCurrency
CHFLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
561.75As of
30/10/2026Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
550458367275183920
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 8.98% | 19.70% | -9.39% | 31.88% | 3.87% | 21.34% | -10.51% | 18.13% | 16.09% | 15.65% | 11.29% | 16.23% | 16.51% | 12.34% |
| Benchmark | -1.58% | 17.90% | -7.04% | 29.60% | 3.54% | 23.74% | -14.29% | 7.09% | 7.55% | 17.79% | 15.08% | 24.79% | 15.41% | 9.69% |
Constituents
Market cap breakdown
- Market cap
- > 100 bn20.00%
- 50 - 100 bn8.00%
- 10 - 50 bn68.00%
- 2.5 - 10 bn4.00%
Sector breakdown
- Sector
- Financials32.00%
- Industrials16.00%
- Health Care16.00%
- Materials12.00%
- Others24.00%