INTERNATIONAL EQUITIES
R-co Valor Balanced: asset allocation
Current allocation
Asset allocation evolution since inception
75%
70%
52% Fixed Income
65%
60%
55%
50%
12% Cash & Liquidity
45%
40%
35%
36% Equities
30%
25%
10/18
11/19
11/20
11/21
11/22
12/23
12/24
Equities
Cash & Liquidity
Fixed Income
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.
75
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