Asset allocation

2024/04/30

The distribution of assets among different categories varies over time, depending on market conditions and the management team's expectations of future trends.

This is a matter of allocating assets among, first, the various asset types and, second, different markets. At year-end 1988, the portfolio was 100% composed of interest-bearing securities. Since then the proportions invested in shares but also properties and alternative investments have risen. In the past ten-year period, RJ has had an average of 55% of its assets invested in shares.

Asset allocation since 1989

Asset allocation since 1989

Allocation at 31 Dec. 2023

 

Asset allocation 

 

 

Allocation within shares

         

Shares

   

Exposure by region

 

 

Graph shares

   

Exposure by region

   

 

Allocation within shares (cont.)

   

Allocation, interest-bearing portfolio

   

Exposure by sector

   

Interest-bearing

   

Exposure by sector

   

Allocation, interest-bearing portfolio