REGIONAL
Swiss Real Estate Top 15
The LAPIS Swiss Real Estate Top 15 is composed of 15 best-known and leading Swiss real estate stocks and funds equally weighted.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
REGIONALCurrency
CHFLaunch Date
01/01/2012Rebalancing
Yearly: end of AprilCalculation
DailyNAV
245.64As of
30/09/2026Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
300250200150100500
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 7.22% | 8.33% | -3.52% | 28.41% | 4.44% | 6.48% | -14.60% | 7.92% | 15.55% | 16.74% | -2.52% | 3.05% | 11.37% | 6.28% |
| Benchmark | 7.22% | 8.33% | -3.52% | 28.41% | 4.44% | 6.48% | -14.60% | 8.09% | 15.33% | 13.81% | -1.80% | 3.12% | 11.15% | 6.12% |
Constituents
Market cap breakdown
- Market cap
- > 10 bn6.70%
- 5 - 10 bn13.30%
- 2 - 5 bn73.30%
- 1 - 2 bn6.70%
Sector breakdown
- Sector
- Real Estate100.00%