GLOBAL
Global Family Owned 50 Dividend Yield
The LAPIS Global Family Owned 50 Dividend Yield Analysis is composed of 50 worldwide best-known and leading family-controlled companies. All companies in our equally weighted equity analysis have a market capitalisation greater than USD 5 billion and have paid uninterrupted dividends over the last 10 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
GLOBALCurrency
USDLaunch Date
01/01/2007Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
510.37As of
30/10/2026Chart performance
Jan 1, 2025
Jan 1, 2026
20072008200920102011201220132014201520162017201820192020202120222023202420252026
500417333250167830
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 6.49% | 26.90% | -7.25% | 23.80% | 5.58% | 16.75% | -19.67% | 16.70% | -1.23% | 17.50% | 3.45% | 8.62% | 12.06% | 8.56% |
| Benchmark | 8.15% | 23.07% | -8.20% | 28.40% | 16.50% | 22.35% | -17.73% | 24.42% | 19.19% | 21.60% | 11.25% | 12.53% | 22.80% | 8.72% |
Constituents
Country breakdown
- Country
- USA28.00%
- France18.00%
- Switzerland14.00%
- Hong Kong10.00%
- Germany6.00%
- Canada6.00%
- Others18.00%
Sector breakdown
- Sector
- Consumer Discretionary20.00%
- Consumer Staples18.00%
- Industrials16.00%
- Financials14.00%
- Health Care10.00%
- Communication Services6.00%
- Real Estate6.00%
- Others10.00%