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
Allocation at 31 Dec. 2021
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Allocation within shares |
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Shares (55% of portfolio) |
Exposure by region |
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Allocation within shares (cont.) |
Allocation, interest-bearing portfolio |
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| Exposure by sector |
Interest-bearing |
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List of assets 31 Dec. 2021 |