INTERNATIONAL EQUITIES
R-co Valor: asset allocation
Current allocation
Asset allocation evolution since 2007
Titre du graphique
100%
32% 9.7 % ➔ Money market Funds
90%
80%
17.5 % ➔ Bonds < 1 year
5.3 % ➔ Cash
70%
60%
68% Equities
50%
40%
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Equities Derivatives Money market Funds Bonds < 1 year
Cash
Public
Source : Rothschild & Co Asset Management – 31/12/2024 Geographic and sector allocations and breakdowns are not fixed and may change over time, within the limits of the Fund's prospectus.
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