Regional
Swiss Real Estate Top 15 Dividend Yield
The LAPIS Swiss Real Estate Top 15 Dividend Yield Analysis is composed of 15 best Swiss Real Estate stocks and funds, with a minimum of CHF 1 billion of market capitalization. All companies in our equally weighted equity Analysis have a market capitalization greater than CHF 1 billion and 85% of them have paid uninterrupted and continuously increasing dividends over the last 5 years. Hence, a maximum of 15% of the companies included in our unique equity Analysis do not apply a strict dividend payment policy and have paid their regular dividends for less than 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
RegionalCurrency
CHFLaunch Date
01/01/2012Rebalancing
Yearly: end of AprilCalculation
DailyNAV
251.48Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
300250200150100500
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 7.22% | 8.33% | -3.52% | 28.41% | 4.44% | 6.48% | -14.60% | 7.92% | 15.55% | 16.74% | -0.20% | 10.78% | 12.96% | 6.62% |
| Benchmark | 7.22% | 8.33% | -3.52% | 28.41% | 4.44% | 6.48% | -14.60% | 8.09% | 15.33% | 13.81% | 1.77% | 10.53% | 13.16% | 6.61% |
Constituents
Country breakdown
- Country
- > 10 bn6.67%
- 5 - 10 bn13.33%
- 2 - 5 bn73.30%
- 1 - 2 bn6.67%
Sector breakdown
- Sector
- Real Estate100.00%
