ESG
ESG Global Family Owned 50 Dividend Yield
The LAPIS ESG Global Family Owned 50 Dividend Yield Analysis is composed of 50 worldwide best-known and leading family-controlled 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 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
ESGCurrency
USDLaunch Date
01/01/2007Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
507.51As of
30/10/2026Chart performance
Jan 1, 2025
Jan 1, 2026
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% | 15.71% | -19.29% | 16.03% | -0.99% | 17.83% | 3.39% | 8.74% | 12.09% | 8.53% |
| 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
- USA20.00%
- France16.00%
- Switzerland14.00%
- Germany8.00%
- Canada8.00%
- Japan6.00%
- Denmark6.00%
- Others22.00%
Sector breakdown
- Sector
- Consumer Discretionary22.00%
- Consumer Staples18.00%
- Industrials14.00%
- Health Care12.00%
- Financials10.00%
- Communication Services6.00%
- Materials6.00%
- Others12.00%
