A growth-oriented portfolio with higher equity allocation and global diversification. Designed for investors with above-average risk tolerance and a long time horizon. Actively managed by the Quorum Capital Investment Committee.
| Period | Portfolio | Benchmark | Relative |
|---|---|---|---|
| 1 year | +30.68% | +15.95% | +14.73% |
| 2 years | +42.15% | +25.85% | +16.30% |
| 3 years | +73.18% | +40.80% | +32.38% |
| 4 years | +77.70% | +40.79% | +36.91% |
| 5 years | +72.97% | +32.48% | +40.49% |
| Volatility to last month end | |||
| Volatility (12 month) | 14.70% | 10.28% | — |
| Volatility (36 month) | 12.27% | 8.25% | — |
| Volatility (60 month) | 12.10% | 8.34% | — |
Source: Quorum Capital factsheet, 31 August 2026. Benchmark: IA Flexible Investment TR. Past performance is not a reliable indicator of future results. Capital is at risk.
Gross of individual investment plan charges, platform fees, and Quorum Capital’s DFM fees. Capital is at risk.
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 | 16.00% |
| Xtrackers - MSCI Japan UCITS ETF 2D Hedged GBP | 12.00% |
| iShares Edge MSCI Europe Value Factor UCITS ETF CHF in GB | 6.00% |
| JPM Natural Resources C Acc GTR in GB | 8.00% |
| HSBC Pacific Index C Acc in GB | 8.00% |
| Aegon Strategic Bond B Acc in GB | 8.00% |
| iShares - MSCI World Quality Dividend UCITS ETF GBP | 8.00% |
| Vanguard - Global Corporate Bond Index Hedged Acc GBP | 6.00% |
| Artemis US Smaller Companies I Acc GBP in GB | 6.00% |
| iShares VI plc iShares MSCI Europe Financials Sector UCITS ETF Acc GBP | 8.00% |
| HSBC MSCI China UCITS ETF | 6.00% |
| iShares - S&P 500 Consumer Staples UCITS ETF GBP | 6.00% |
| cash | 2.00% |
| Total | 100.00% |
| Annual Management Charge | 0.30% |
| Total ongoing charges (underlying funds) | 0.39% |
| Portfolio total ongoing charge | 0.69% |
The Quorum Capital Adventurous Portfolio is designed for clients seeking higher long-term capital growth, who are willing to accept a level of investment risk broadly comparable to global equity markets and understand that capital values can fall as well as rise. The portfolio significantly prioritises capital growth over income and capital preservation, while retaining some exposure to diversifying assets where appropriate to help manage overall portfolio risk. It is managed within the RG4 Adventurous risk profile and aims to remain within a maximum volatility threshold of 12.5%, monitored on both a monthly and annual basis. Portfolio volatility will fluctuate in response to market conditions. If volatility rises above the 12.5% threshold, the Investment Manager will seek to bring the portfolio back within the permitted range as soon as reasonably practicable, taking account of prevailing market conditions and client outcomes. The portfolio invests through qualifying funds selected primarily from equity asset classes.
Source: published factsheet, 31 August 2026.
| Risk grade | RG4 Adventurous |
| Management style | Active (discretionary) |
| Benchmark | IA Flexible Investment TR |
| Annual Management Charge | 0.30% |
| Ongoing charges (underlying funds) | 0.39% |
| Portfolio total ongoing charge | 0.69% |
Charges as at 31 August 2026, from the published factsheet.
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