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. 2024

 

Asset allocation 

 

 

Allocation within shares

       

 

Allocation within shares (cont.)

   

Allocation, interest-bearing portfolio