Quorum Passive
RG2 Cautious
A low-cost passively managed portfolio providing cautious risk-grade exposure through index tracking funds. Designed for advisers seeking systematic, transparent, and cost-efficient portfolio construction for cautious investors.
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. Rebalancing occurs quarterly or on drift exceeding 5% from target weights.
| Holding | Asset type | Manager | Weight |
|---|---|---|---|
| iShares Core UK Gilts ETF | UK gilts | BlackRock | 30.0% |
| Vanguard UK Investment Grade Bond Index | UK corp bonds | Vanguard | 20.0% |
| iShares Core MSCI World ETF | Global equity | BlackRock | 18.0% |
| Vanguard UK Government Bond Index | UK gilts | Vanguard | 12.0% |
| iShares Core FTSE 100 ETF | UK equity | BlackRock | 8.0% |
| Vanguard Global Small-Cap Index | Global equity | Vanguard | 4.0% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 4.0% |
| Cash/money market | Cash | Various | 4.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
Capital preservation with modest real returns through low-cost index tracking. The passive range delivers systematic exposure to target risk grades using ETFs and index funds, minimising active management risk and cost drag.
RG2 (Cautious) on the Quorum Capital 1–6 risk scale. Minimum three-year investment horizon. Low risk tolerance. Benchmark: IA Mixed Investment 0–35% Shares sector.
Rebalancing occurs quarterly or when holdings drift more than 5% from target weights. The passive construction eliminates manager selection risk and delivers full transparency of underlying exposures at all times.
Key facts
| Launch date | September 2016 |
| Risk grade | RG2 Cautious |
| Management style | Passive (index tracking) |
| OCF | 0.06–0.08% |
| Quorum MPS fee | 0.10% |
| Benchmark | IA Mixed 0–35% |
| Minimum investment | £25,000 |
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Factsheets, mandate documents, and holdings data. All documents are available to FCA-authorised intermediaries upon request.
Add Passive RG2 to your client portfolios.
Low-cost, systematic index exposure for cautious investors. Request the full factsheet, KIID, and due diligence pack.