ESG
ESG Global Innovation Leaders 50 Dividend Yield
The LAPIS ESG Global Innovation Leaders 50 Dividend Yield Analysis is composed of the 10 highest-ranked companies of each of the following LAPIS Analyses: Artificial Intelligence, Cyber Security, Quantum Computing, Semiconductor and Software Technology, 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). The 50 companies in our equally weighted equity analysis are large-capitalisation companies of the innovation-driven technology economy. The analysis has a dividend core: at least 50% of the companies 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
USDLaunch Date
01/01/2015Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
604.21As 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 | 15.74% | 39.61% | 2.91% | 36.94% | 30.04% | 18.23% | -24.85% | 37.67% | 22.50% | 18.55% | 7.25% | 6.80% | 22.71% | 16.41% |
| Benchmark | 8.49% | 24.62% | -8.93% | 27.30% | 16.82% | 19.04% | -17.96% | 22.81% | 18.01% | 22.87% | 11.53% | 12.75% | 22.82% | 11.13% |
Constituents
Country breakdown
- Country
- USA70.00%
- Germany4.00%
- Canada4.00%
- Japan4.00%
- Others18.00%
Sector breakdown
- Sector
- Information Technology44.00%
- Health Care20.00%
- Financials16.00%
- Communication Services10.00%
- Others10.00%
