Lapis Nextgen Analytics
Global Private Equity 25 Analysis
The LAPIS Global Private Equity 25 Analysis is composed of the 25 worldwide best-known and leading listed companies in the private equity field. All stocks are equally weighted.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Nextgen AnalyticsCurrency
USDLaunch Date
01/01/2018Rebalancing
Yearly: end of MarchCalculation
DailyNAV
195.18Chart performance
Jan 1, 2025
Jan 1, 2026
201820192020202120222023202420252026
300250200150100500
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 0.00% | 0.00% | -11.18% | 39.30% | 19.15% | 30.91% | -32.57% | 36.81% | 25.68% | 4.66% | -16.61% | -7.80% | 12.09% | 8.44% |
| Benchmark | 0.00% | 0.00% | -8.21% | 28.40% | 16.50% | 22.35% | -17.73% | 24.42% | 19.19% | 21.60% | -3.47% | 19.39% | 17.27% | 11.23% |
Constituents
Country breakdown
- Country
- USA52.00%
- Sweden8.00%
- United Kindgdom8.00%
- United Kindgdom8.00%
- Others32.00%
Sector breakdown
- Sector
- Financials96.00%
- Industrials4.00%
