Asset allocation

2021/06/23

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 allocation1989-2020

Allocation at 31 Dec. 2020

 

Asset allocation 31Dec 2020 

 

 

 Allocation within shares

         

Shares (55% of portfolio)

   

Exposure by region

 

 

Graph shares 2020

   

Exposure by region

   

 

Allocation within shares (cont.)

   

Allocation, interest-bearing portfolio

   
Exposure by sector    

Interest-bearing
(24% of portfolio)

   

Exposure by sector

   

Allocation, interest-bearing portfolio

 

 

         

List of assets 13 Dec. 2020 (pdf)