Quorum Core
RG3 Ethical ESG
A balanced, sustainably-screened portfolio applying positive ESG tilts and exclusions across global equities and bonds. Same risk grade as Core RG3 with an ethical investment mandate. Actively managed.
Performance data.
Illustrative figures to 30 April 2026. Past performance is not a reliable indicator of future results.
Annual returns
Figures are illustrative, gross of adviser and platform charges. Capital is at risk.
Current allocation.
As at 30 April 2026. Holdings and weights are subject to change. The Investment Committee rebalances when allocations drift materially from target.
| Holding | Asset type | Manager | Weight |
|---|---|---|---|
| iShares MSCI World ESG Screened ETF | Global equity ESG | BlackRock | 20.0% |
| WHEB Sustainability Fund | Sustainable equity | WHEB | 9.0% |
| Fidelity Sustainable Water & Waste | Thematic equity | Fidelity | 8.0% |
| Legal & General Future World ESG UK Index | UK equity ESG | L&G | 8.0% |
| Vanguard ESG EUR Corporate Bond | ESG bonds | Vanguard | 8.0% |
| iShares $ Corp Bond ESG | ESG bonds | BlackRock | 7.0% |
| Impax Environmental Leaders | Environmental equity | Impax | 6.0% |
| M&G Positive Impact | Impact equity | M&G | 5.5% |
| iShares ESG UK Gilt | UK gilts ESG | BlackRock | 5.0% |
| Ninety One Global Environment | Environmental equity | Ninety One | 5.0% |
| Other holdings | Various | Various | 18.5% |
Asset class breakdown
Geographic exposure
Objective & mandate.
The Quorum Core RG3 Ethical ESG portfolio targets long-term capital growth with a sustainable investment mandate. The portfolio applies both negative and positive screens: it excludes companies involved in tobacco, weapons manufacturing, fossil fuel extraction, and gambling, while favouring companies that are leaders in environmental management, social impact, and governance.
Benchmark: IA Mixed Investment 40–85% Shares sector. Risk grade 3 (Balanced) on the Quorum Capital 1–6 scale. Suitable for investors with a minimum five-year time horizon and a moderate tolerance for interim volatility.
The Investment Committee applies ESG analysis alongside traditional fundamental research. The portfolio is rebalanced when holdings drift more than 5% from target weight, or at each quarterly IC review. Holdings are reviewed against ESG criteria at least annually.
Key facts
| Launch date | January 2018 |
| Risk grade | RG3 Ethical ESG |
| Management style | Active (discretionary) |
| OCF | 0.23% |
| Quorum MPS fee | 0.15% |
| Benchmark | IA Mixed 40–85% |
| Min. investment | £25,000 |
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