Capital is at risk. The value of investments and any income from them can fall and you may get back less than you invested. Financial promotion approved 12 May 2026
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Model Portfolios

Passive Range.

Three low-cost index-tracking portfolios with strategic asset allocation, rebalanced annually. Broad market exposure at the lowest possible cost — OCF from 0.06%.

3 portfolios Index tracking OCF from 0.06%
Portfolios
3
Style
Passive
OCF from
0.06%
Investment philosophy

How the Passive Range works.

The Passive Range delivers market-cap-weighted exposure across global equities and bonds using best-in-class index funds. Strategic asset allocation targets are set by the committee and reviewed annually.

With OCFs starting at 0.06%, the Passive Range is designed for cost-conscious clients where keeping charges low is a priority. Volatility parameters mirror the equivalent Core Range grade.

Range overview

Portfolio Risk grade OCF 1yr return
Quorum Passive CautiousRG2
Quorum Passive BalancedRG3
Quorum Passive GrowthRG4

Figures to 30 April 2026. Net OCF, gross adviser charges. Past performance is not a reliable indicator of future results.

Select a portfolio

Choose a Passive Range portfolio.

Click any portfolio below to view full performance data, holdings, and documents.

RG2 Cautious
Quorum Passive Cautious
Low-cost index portfolio for cautious investors. Broad diversification across bonds and selective equity exposure. Benchmark: IA Mixed 0–35%.
1yr
3yr
OCF
RG3 Balanced
Quorum Passive Balanced
Index-tracked balanced portfolio with global equity and bond diversification. Benchmark: IA Mixed 40–85%.
1yr
3yr
OCF
RG4 Growth
Quorum Passive Growth
Growth-focused index portfolio with high equity allocation. Designed for long-term capital accumulation at minimal cost. Benchmark: IA Mixed 40–85%.
1yr
3yr
OCF
Range comparison

Core vs Passive: key differences.

Feature Passive Range Core Range
Underlying fundsIndex ETFs onlyActive & passive funds
OCF (typical)0.06–0.08%0.19–0.23%
Quorum MPS fee0.10%0.15%
Management stylePassive underlying, active allocationActive (discretionary)
BenchmarkIA Mixed Investment sectorsIA Mixed Investment sectors
RebalancingQuarterly + drift-triggeredQuarterly + drift-triggered

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