Global
Global Family Owned 50 Dividend Yield
The LAPIS Global Family Owned 50 Dividend Yield Analysis is composed of 50 worldwide equally weighted family controlled companies with a market capitalization greater than USD 5 billion and with uninterrupted and continuously increasing dividend payments over the last 10 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
GlobalCurrency
USDLaunch Date
01/01/2007Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
470.45Chart performance
Jan 1, 2025
Jan 1, 2026
20072008200920102011201220132014201520162017201820192020202120222023202420252026
500417333250167830
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
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% | -7.24% | 23.79% | 5.58% | 16.75% | -20.88% | 16.70% | -1.23% | 17.44% | -3.18% | 10.89% | 6.23% | 8.37% |
| Benchmark | 8.15% | 23.07% | -8.20% | 28.40% | 16.50% | 22.35% | -17.73% | 24.42% | 19.19% | 21.60% | -3.47% | 19.39% | 17.27% | 8.20% |
Constituents
Country breakdown
- Country
- USA22.00%
- France14.00%
- Switzerland14.00%
- Hong Kong8.00%
- Canada8.00%
- Germany6.00%
- Others28.00%
Sector breakdown
- Sector
- Consumer Discretionary22.00%
- Consumer Staples22.00%
- Financials12.00%
- Industrials12.00%
- Health Care10.00%
- Communication Services8.00%
- Materials4.00%
- Others10.00%
