Asset Allocation

Total assets 2017

In the year-end 2017 total assets in securities amounted to 821.7 billion ISK. Assets in bonds amounted to 462.9 billion ISK or 56.7% compared to 56.2% in the year-end 2016. Assets in domestic equities were 95.3 billion ISK or 11.6% of total assets compared to 12.3% in 2016. Total assets in foreign equities were 186.7 billion ISK or 22.7% compared to 21.4% in 2016. Total assets in private equity and real estate funds were 23.9 billion ISK or 2.9% compared to 3.0% last year. Cash and deposits amounted to 52.9 billion ISK in the yearend or 6.4% of total assets.

Total assets 2017 kaka

Asset allocation - development

Asset allocation for LSR and LH has changed somewhat over the last years. The following picture shows the asset split from the year 2008 until 2017.

Changes in asset allocation