Just Annual Report and Accounts 2020

163

FINANCIAL STATEMENTS

FINANCIAL INVESTMENTS CREDIT RATINGS The sector analysis of the Group’s financial investments portfolio by credit rating is shown below:

BB or below £m

Total £m

AAA £m

AA £m

A £m

BBB £m

Unrated £m

%

Basic materials

199.9

0.9 5.1 1.7 4.2 0.5 2.0 6.1 3.5 2.0 3.3 5.8 3.6 8.7 3.0 5.2 0.2

104.7 179.6

90.6

4.6

– – –

Communications and technology

1,188.9

37.6

82.9 43.3

850.8 234.9 334.1

38.0 22.7 43.5

Auto manufacturers

385.0 976.6 112.8 462.7

84.1

Consumer (staples including healthcare)

77.2

261.2

238.7

21.9 28.4

Consumer (cyclical)

– –

3.1

80.8

0.5

Energy Banks

167.4 150.3 109.6 140.9

93.0

132.1 455.8 530.4 111.8 301.0

70.2 85.4

1,422.5

158.0

568.1 184.9

4.9

Insurance

824.9 462.5 771.3

Financial – other

80.2 43.5

58.1

12.7 54.9

58.8

Real estate including REITs

18.0

353.9 132.0 100.7

– –

Government

1,340.4

442.2

687.1

79.1

Industrial

839.6

– –

35.0 29.3

538.1

24.1

141.7

Utilities

2,029.9

837.2 1,163.4

– –

– – – –

Commercial mortgages Infrastructure loans

707.0

148.1

138.1 125.8

276.2 230.1

144.6 730.8

1,220.5

87.2

46.6

Other

38.0

38.0

Corporate/government bond total

12,982.5 8,261.1 1,128.5

55.8 1,074.0 1,988.9 3,482.4 5,778.3

403.2

255.7

Lifetime mortgages

35.5

Liquidity funds

4.8 3.9

Derivatives and collateral

897.7

Total

23,269.8

100.0

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