Solactive Lumenary Global Founders Index
The founder-led universe in full: 4,000+ companies identified founder-led by Lumenary’s classification, listed worldwide across every market capitalisation.
Overview
The Solactive Lumenary Global Founders Index is the founder-led universe in index form. It holds every company that Lumenary’s classification identifies as founder-led within a global all-capitalisation universe, with no further screen, and is the parent index from which the rest of the family is drawn.
It is available for benchmarking founder-led strategies and as the underlying for products that want the whole founder-led universe rather than a regional or thematic cut.
Index returns
2 October 2026 · 2,635.49 (move across the chart for weekly closes)
| Index | 1M | 3M | YTD | 1Y | 3Y p.a. | 5Y p.a. | Since start p.a. |
|---|---|---|---|---|---|---|---|
| Solactive Lumenary Global Founders Index | 1.37% | 4.14% | 7.64% | 9.18% | 25.74% | 11.53% | 15.67% from 5 Feb 2020 |
Index levels are published by Solactive AG; period returns are Lumenary calculations from those closing levels. Levels before 30 September 2026 are back-tested, as stated in each index guideline. Past or simulated performance is not a reliable indicator of future performance.
Largest constituents
The ten largest constituents by index weight, as at 2 October 2026, as published by Solactive AG.
- Nvidia Corp
- Amazon.com Inc
- Alphabet Inc Class A
- Alphabet Inc Class C
- Meta Platforms Inc
- Tesla Inc
- SK Hynix Inc
- Berkshire Hathaway Inc Class B
- Walmart Inc
- Palantir Technologies Inc
Weights and the full composition are provided under licence. Index licensing
How the index is built
Universe
The constituents of the Solactive GBS Global Markets All Cap USD Index on the selection day, excluding China A-shares.
Selection
On each selection day Lumenary classifies every company in the universe as founder-led or not, on its assessment of founder and family influence in leadership, governance and ownership. Every founder-led security is selected. What founder-led means
Weighting
Constituents are weighted by free-float market capitalisation.
Rebalancing
Annual. Full rules are in the index guideline.
Key facts
| Region | Global |
|---|---|
| Focus | Founder-led, all market capitalisations |
| Constituents | 4,000+ |
| Currency | USD |
| Weighting | Free-float market capitalisation |
| Rebalancing | Annual |
| Next rebalance | 3 February 2027 |
| Start date | 5 February 2020 |
| Base value | 1,000 |
| Live date | 30 September 2026 |
| Guideline | Version 1.0, 30 September 2026 |
| Index administrator | Solactive AG |
| Data provider | Lumenary |
Identifiers
| Series | ISIN | RIC |
|---|---|---|
| Gross total return | DE000SL0V0A8 | .SOLLGFT |
| Net total return | DE000SL0VZ99 | .SOLLGFN |
| Price return | DE000SL0VZ81 | .SOLLGFP |
Index disclosures
Solactive AG (“Solactive”) is the licensor of Solactive Lumenary Global Founders Index (the “Index”). The financial instruments that are based on the Index are not sponsored, endorsed, promoted or sold by Solactive in any way and Solactive makes no express or implied representation, guarantee or assurance with regard to: (a) the advisability in investing in the financial instruments; (b) the quality, accuracy and/or completeness of the Index; and/or (c) the results obtained or to be obtained by any person or entity from the use of the Index. Solactive reserves the right to change the methods of calculation or publication with respect to the Index. Solactive shall not be liable for any damages suffered or incurred as a result of the use (or inability to use) of the Index.
Solactive is a trademark of Solactive AG. “Lumenary” is a trademark of Lumen Investment Management Pty Ltd and is used by Solactive under licence.
A decade of research into companies still shaped by the people who built them, expressed across every market capitalisation worldwide.
To license this index or commission a custom version, contact Lumenary.
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