Protea SICAV - Lapis Global Family Owned 50 Dividend Yield Fund B1 USD Acc

The fund aims to invest in 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.

The fund is exposed to a broadly diversified equity universe, with a sector breakdown that includes Consumer Staples, Consumer Discretionary, Health Care, Industrials, Financials, Real Estate, Utilities, and Telecommunication Services. It is also exposed to countries such as the USA, Hong Kong, France, Canada, Switzerland, Denmark, Germany, and Japan.

The fund invests in equities that may be subject to significant fluctuations in value. Additionally, investments in assets denominated in various currencies may give rise to exchange rate risks, which can be hedged. All financial investments involve an element of risk, and the value of the investment and the income from it will vary, with the initial investment amount not guaranteed. Capital is at risk.

https://lapis.finance/wp-content/uploads/2020/05/Factsheet_Lapis-GlobalFamily-Owned-50-Dividend-Yield-Fund-instit_accum-EUR-2.pdf