REGIONAL
Swiss Small & MidCap 30 Dividend Yield
The LAPIS Swiss Small & MidCap 30 Dividend Yield Analysis is composed of 30 Swiss small- and mid-cap companies. All companies in our equally weighted equity analysis have a market capitalisation between CHF 2.5 billion and CHF 15 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
REGIONALCurrency
CHFLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
577.65As 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 | 13.32% | 26.85% | -11.11% | 30.93% | 8.68% | 14.68% | -14.57% | 14.65% | 6.16% | 19.99% | 10.71% | 16.04% | 13.53% | 12.39% |
| Benchmark | 6.91% | 33.04% | -17.14% | 35.00% | 5.72% | 22.35% | -26.25% | 6.39% | 4.78% | 16.15% | 8.99% | 14.03% | 12.22% | 9.74% |
Constituents
Market cap breakdown
- Market cap
- 10 - 15 bn23.00%
- 5 - 10 bn30.00%
- 2.5 - 5 bn47.00%
Sector breakdown
- Sector
- Financials43.00%
- Industrials27.00%
- Real Estate10.00%
- Information Technology7.00%
- Others13.00%