Lapis Esg Analytics
ESG Swiss Top 25 Dividend Yield
The LAPIS ESG Swiss Top 25 Dividend Yield Analysis is composed of 25 Swiss companies, with leading ESG qualities. The stocks are equally weighted with market capitalization greater than CHF 2.5 billion and with uninterrupted and continuously increasing dividend payments over the last 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Esg AnalyticsCurrency
CHFLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
505.39Chart 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 | 8.98% | 19.70% | -9.39% | 31.88% | 3.87% | 21.34% | -10.51% | 18.13% | 16.09% | 15.65% | -1.33% | 4.45% | 12.32% | 12.04% |
| Benchmark | -1.58% | 17.90% | -7.04% | 29.60% | 3.54% | 23.74% | -14.29% | 7.09% | 7.55% | 17.79% | -2.27% | 4.73% | 8.06% | 8.84% |
Constituents
Country breakdown
- Country
- > 100 bn20.00%
- 50 - 100 bn8.00%
- 10 - 50 bn36.00%
- 2.5 - 10 bn36.00%
Sector breakdown
- Sector
- Financials52.00%
- Industrials16.00%
- Health Care8.00%
- Materials8.00%
- Others16.00%
