Ten portfolios. Three ranges. One committee.
Risk-graded, multi-asset model portfolios across actively managed, passive and income strategies.
Core Range.
Actively managed multi-asset portfolios across four risk grades plus an ESG/SRI-screened Ethical option.
Passive Range.
Pure index trackers with strategic asset allocation, annually rebalanced.
Income Range.
For clients who want a regular income alongside capital growth. Both portfolios sit at RG3.
Fees & worked examples
The examples below are based on a £100,000 investment and are for illustration only. They include Quorum’s discretionary management fee and the estimated underlying fund costs/OCFs. They do not include platform charges or adviser charges, which are set separately.
| Range | Quorum DFM fee | Estimated fund OCF range | Illustrative total annual cost on £100,000 |
|---|---|---|---|
| Core RG2–RG5 | Quorum DFM fee0.30% p.a. | Estimated fund OCF range0.20%–0.45% p.a. | Illustrative total on £100,000£500–£750 p.a. |
| Passive Cautious–Growth | Quorum DFM fee0.15% p.a. | Estimated fund OCF range0.06%–0.09% p.a. | Illustrative total on £100,000£210–£240 p.a. |
| Income / Ethical Income | Quorum DFM fee0.25% p.a. | Estimated fund OCF range0.40%–0.70% p.a. | Illustrative total on £100,000£650–£950 p.a. |
Actual costs may vary depending on the portfolio selected, the underlying funds used, platform charges and adviser charges.
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