Quorum Core
RG2 Cautious
A capital-preserving blend of fixed income, cash, and selective equity exposure. Designed for cautious investors seeking modest real returns with low volatility. Actively managed by the Quorum Capital Investment Committee.
Performance data.
Cumulative performance to last month end
| Period | Portfolio | Benchmark | Relative |
|---|---|---|---|
| 1 year | +9.96% | +12.77% | −2.81% |
| 2 years | +15.53% | +19.95% | −4.42% |
| 3 years | +29.95% | +32.70% | −2.75% |
| 4 years | +27.40% | +32.25% | −4.85% |
| 5 years | +27.35% | +22.85% | +4.50% |
| Volatility to last month end | |||
| Volatility (12 month) | 6.74% | 8.08% | — |
| Volatility (36 month) | 5.39% | 6.27% | — |
| Volatility (60 month) | 5.95% | 6.79% | — |
Source: Quorum Capital factsheet, 31 August 2026. Benchmark: IA Mixed Investment 20-60% Shares TR. Past performance is not a reliable indicator of future results. Capital is at risk.
Key statistics
Gross of individual investment plan charges, platform fees, and Quorum Capital’s DFM fees. Capital is at risk.
Current allocation.
As at 31 August 2026. The composition of the portfolio may change as part of ongoing management and rebalancing, in accordance with its risk profile and objectives.
| Holding | Weighting |
|---|---|
| L&G Global Technology Index Trust I Acc in GB | 6.00% |
| Vanguard EUR Eurozone Government Bond UCITS ETF Acc GBP | 7.00% |
| iShares - Edge S&P 500 Minimum Volatility UCITS ETF GBP | 6.00% |
| iShares - S&P 500 Consumer Staples UCITS ETF GB | 6.00% |
| iShares - S&P 500 Health Care Sector UCITS ETF GBP | 6.00% |
| iShares - Edge MSCI World Quality Factor UCITS ETF GBP | 6.00% |
| iShares - MSCI World Quality Dividend UCITS ETF GBP | 6.00% |
| M&G Short Dated Corporate Bond Fund Sterling I Inc | 9.00% |
| iShares - £ Ultrashort Bond ESG UCITS ETF Dist GBP | 9.00% |
| Vanguard - Global Corporate Bond Index Hedged Acc GBP | 9.00% |
| Aegon Absolute Return Bond B Acc GBP in GB | 9.00% |
| BlackRock Corporate Bond D Acc TR in GB | 8.00% |
| iShares Physical Metals plc Physical Gold ETC | 6.00% |
| Fidelity Cash W Acc GBP GTR in GB | 4.00% |
| cash | 3.00% |
| Total | 100.00% |
Asset allocation
Charges
| Annual Management Charge | 0.30% |
| Total ongoing charges (underlying funds) | 0.21% |
| Portfolio total ongoing charge | 0.51% |
Objective & mandate.
The Quorum Capital Conservative Portfolio is designed for clients seeking a lower-risk multi-asset investment approach, with an emphasis on stability, capital preservation over the medium to long term, and a smoother return profile. The portfolio aims to deliver returns above cash and government bonds over time, while accepting that capital values can still fall as well as rise. The portfolio is managed within the RG2 Conservative risk profile and has a maximum volatility threshold of 7.5%, monitored on a monthly and annual basis. It will typically hold a diversified mix of fixed income and equity assets, with asset allocation managed to remain consistent with the portfolio's risk profile.
Source: published factsheet, 31 August 2026.
Key facts
| Risk grade | RG2 Conservative |
| Management style | Active (discretionary) |
| Benchmark | IA Mixed Investment 20-60% Shares TR |
| Annual Management Charge | 0.30% |
| Ongoing charges (underlying funds) | 0.21% |
| Portfolio total ongoing charge | 0.51% |
Charges as at 31 August 2026, from the published factsheet.
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