The highest-risk portfolio in the Core Range, with dominant equity exposure and global diversification. Designed for adventurous investors with a long time horizon and high risk tolerance. Actively managed by the Quorum Capital Investment Committee.
| Period | Portfolio | Benchmark | Relative |
|---|---|---|---|
| 1 year | +26.93% | +16.99% | +9.94% |
| 2 years | +41.21% | +28.21% | +13.00% |
| 3 years | +73.67% | +46.82% | +26.85% |
| 4 years | +81.02% | +51.60% | +29.42% |
| 5 years | +77.65% | +43.19% | +34.46% |
| Volatility to last month end | |||
| Volatility (12 month) | 17.13% | 12.06% | — |
| Volatility (36 month) | 13.28% | 11.21% | — |
| Volatility (60 month) | 12.77% | 11.49% | — |
Source: Quorum Capital factsheet, 31 August 2026. Benchmark: IA Global 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 | 20.00% |
| Xtrackers - MSCI Japan UCITS ETF 2D Hedged GBP | 14.00% |
| JPM Natural Resources C Acc GTR in GB | 10.00% |
| HSBC Pacific Index C Acc in GB | 12.00% |
| iShares Edge MSCI Europe Value Factor UCITS ETF | 8.00% |
| Aegon Strategic Bond B Acc in GB | 6.00% |
| iShares VI plc iShares MSCI Europe Financials Sector UCITS ETF Acc GBP | 9.00% |
| Artemis US Smaller Companies I Acc GBP in GB | 8.00% |
| HSBC MSCI China UCITS ETF | 6.00% |
| HSBC ETFs PLC-HSBC HANG SENG TECH UCITS ETF GBP | 5.00% |
| cash | 2.00% |
| Total | 100.00% |
| Annual Management Charge | 0.30% |
| Total ongoing charges (underlying funds) | 0.40% |
| Portfolio total ongoing charge | 0.70% |
The Quorum Capital Aggressive Portfolio is designed for clients seeking high long-term capital growth, who are willing to accept a level of investment risk higher than that of broad global equity markets and understand that capital values can fall as well as rise. The portfolio places primary emphasis on capital growth, with income generation and capital preservation treated as secondary considerations. It is managed within the RG5 Aggressive risk profile and aims to remain within a maximum volatility threshold of 15%, monitored on both a monthly and annual basis. Portfolio volatility will fluctuate in response to market conditions. If volatility rises above the 15% 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 | RG5 Aggressive |
| Management style | Active (discretionary) |
| Benchmark | IA Global TR |
| Annual Management Charge | 0.30% |
| Ongoing charges (underlying funds) | 0.40% |
| Portfolio total ongoing charge | 0.70% |
Charges as at 31 August 2026, from the published factsheet.
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