Portfolio composition
The portfolio is made up of individual stocks from our own 100% LAPIS Global NextGen 50 Index.
Company description
LAPIS Asset Management is an independent, FINMA-regulated asset manager based in Lugano that serves private clients and institutional investors. With many years of experience and a clear investment focus, the investment strategies offer excellent solutions for long-term asset growth.
USPs
The "LAPIS Way" is characterized by a systematic, precise and transparent investment approach. Rule-based analysis methods are combined with many years of market experience and clearly defined selection criteria. The focus is on established, high-dividend companies that meet high quality standards and fulfill strict criteria:
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Continuous and stable dividend distribution
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Sustainable dividend growth
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Minimum market capitalization
Direct and balanced investments in carefully selected, financially robust companies avoid unnecessary risks, complex products and hidden fees. Regular portfolio rebalancing by LAPIS Analytics ensures optimal risk diversification and long-term stability. This natural, disciplined and transparent approach offers maximum control, low costs and a clear view of the investments.