Asset allocation

5/2/2017

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 54% of its assets invested in shares.

Asset allocation in the years 1989 to 2016

Chart showing asset allocation in the years 1989 to 2016

 

Allocation at 31 Dec. 2016

Asset distribution

Chart showing Asset distribution

 

 

 

 Allocation within shares

       

Shares (54,5% of portfolio)

 

Exposure by region

 

Exposure by sector

Chart showing allocation within shares

 

Chart showing exposure by region

 

Chart showing exposure by sector

 

Allocation, interest-bearing portfolio and other investments

Interest-bearing

  Properties and alternative investments

Chart showing allocation, interest-bearing portfolio

 

Chart showing allocation properties and alternative investments