Lapis Nextgen Analytics
Global Serial Acquirers 25 Analysis
The LAPIS Global Serial Acquirers 25 Analysis is composed of 25 worldwide best-know and leading acquisition-driven compounders companies. 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
447.62Chart performance
Jan 1, 2025
Jan 1, 2026
201820192020202120222023202420252026
550458367275183920
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% | 1.90% | 56.79% | 51.92% | 58.66% | -24.99% | 38.97% | 6.48% | 13.96% | -7.89% | -1.67% | 10.01% | 19.92% |
| Benchmark | 0.00% | 0.00% | -8.21% | 28.40% | 16.45% | 22.35% | -17.78% | 24.42% | 19.19% | 21.60% | -3.47% | 19.39% | 17.27% | 11.23% |
Constituents
Country breakdown
- Country
- USA40.00%
- Sweden24.00%
- United Kingdom12.00%
- Canada8.00%
- Others16.00%
Sector breakdown
- Sector
- Industrials56.00%
- Information Technology24.00%
- Financials8.00%
- Consumer Discretionary4.00%
